Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › AlixPartners
AlixPartners 401(k)
- Professional, scientific, and technical services
- Southfield, MI
- EIN 38-3637158
- 1 plan with Schedule H financials
- Plan year 2024
- AlixPartners, LLP
- filed as Alixpartners, LLP
Filed as negative.Schedule H line 2i(12) is reported as -$46,893; Schedule H line 2i(3) is reported as -$70,593. The filing is shown as received; the derived figures below treat a negative amount as zero, and a percentile is only shown for positive values.
Total assets, end of year · Alixpartners 401(k) Savings and Firm Contribution Plan · plan year 2024
$601,705,597
2,317 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250916101651NAL0004115970001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916101651NAL0004115970001, received 2025-09-16
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-16.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 2,317
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250916101651NAL0004115970001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916101651NAL0004115970001, received 2025-09-16
Administrative expenses per participant
filed as negative
Filed as a negative amount; no comparison.
Administrative expenses as a share of assets
filed as negative
Filed as a negative amount; no comparison.
Employer contributions per participant
$7,686
Higher than 88% of the 2,457 plans $250M to 1B that report it.
Source
= $17,807,542 / 2,317
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250916101651NAL0004115970001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916101651NAL0004115970001, received 2025-09-16
Employer share of total contributions
29.4%
Higher than 44% of the 2,459 plans $250M to 1B that report it.
Source
= $17,807,542 / $60,573,570
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250916101651NAL0004115970001, received 2025-09-16
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250916101651NAL0004115970001, received 2025-09-16
Plan terms, as stated in AlixPartners, LLP's SEC filings
Plan terms are not published in public filings.
Plan features
3H controlled-group sponsor · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3F · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250916101651NAL0004115970001, received 2025-09-16
Full record, Alixpartners 401(k) Savings and Firm Contribution Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ALIXPARTNERS, LLP | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Plan name | ALIXPARTNERS 401(K) SAVINGS AND FIRM CONTRIBUTION PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Sponsor EIN / plan number | 38-3637158 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Sponsor location | SOUTHFIELD, MI | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Industry (business code) | 541600, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Filing received | 2025-09-16 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Participants, beginning of year | 2,281 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Active participants | 1,844 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Participants, end of year | 2,350 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Participants with an account balance | 2,317 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Total assets, beginning of year | $493,777,686 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Total assets, end of year | $601,705,597 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Net assets, end of year | $601,705,597 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Total income | $138,364,021 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Net income | $107,927,911 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Employer contributions | $17,807,542 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Participant contributions | $31,622,500 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Other contributions (incl. rollovers) | $11,143,528 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Total contributions | $60,573,570 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Benefit payments | $30,470,356 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Total expenses (incl. benefit payments) | $30,436,110 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Total administrative expenses | -$46,893 (filed as negative) | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Contract administrator fees | $1,200 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Recordkeeping fees | -$70,593 (filed as negative) | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| IQPA audit fees | $22,500 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Held in common/collective trusts | $13,897,273 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Held in mutual funds | $567,360,045 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250916101651NAL0004115970001, received 2025-09-16 |
| Independent auditor | PLANTE & MORAN, PLLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250916101651NAL0004115970001, received 2025-09-16 |
Position = column in the DOL layout for form year 2024. Filing 20250916101651NAL0004115970001, received 2025-09-16.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $22,500 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $-69,390 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250916101651NAL0004115970001, received 2025-09-16.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $493,777,686 | $601,705,597 | 21.9% |
| Participants with a balance | 2,244 | 2,317 | 3.3% |
| Administrative expenses | $-41,316 | $-46,893 | |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $15,889,126 | $17,807,542 | 12.1% |
Prior filing 20240924231130NAL0013808673001, received 2024-09-25; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: ALIXPARTNERS, LLP; SEC registrant: AlixPartners, LLP (CIK 1514792, matched by EIN).