Plan Snapshot
- Plan Sponsor: Alight Solutions LLC
- Sponsor EIN: 362235791
- Sponsor Address: 320 SOUTH CANAL STREET, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 7,865
- Total Assets: $2.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 7,865 | $2.5B | $29.3M | $72.1M |
| 2023 | 10,704 | $2.4B | $46.8M | $79.4M |
| 2022 | 10,913 | $2.0B | $53.6M | $72.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ALIGHT FINANCIAL ADVISORS LLC | Recordkeeper | $572,207 | — | $572,207 |
| DODGE & COX | Other Service Provider | $379,646 | — | $379,646 |
| WILLIAM BLAIR INVESTMENT MGMT, LLC | Other Service Provider | $359,709 | — | $359,709 |
| NORTHERN TRUST COMPANY | Other Service Provider | $285,725 | — | $285,725 |
| BLACKROCK INSTITUTIONAL TRUST CO. | Other Service Provider | $209,920 | — | $209,920 |
| GOLDMAN SACHS ASSET MANAGEMET | Investment Advisor | $144,452 | — | $144,452 |
| JPMORGAN CHASE BANK, N.A. | Recordkeeper | $138,452 | — | $138,452 |
| T ROWE PRICE STABLE ASSET MGMT INC. | Other Service Provider | $120,494 | — | $120,494 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $90,718 | — | $90,718 |
| PACIFIC INVTMT MGMT COMPANY | Other Service Provider | $75,705 | — | $75,705 |
| ERNST & YOUNG US LLP | Auditor | $74,000 | — | $74,000 |
| PERSHING LLC | Investment Advisor | — | $53,700 | $53,700 |
| GOLDMAN SACHS ASSET MANAGEMENT | Investment Advisor | $48,589 | — | $48,589 |
| ALIGHT FINANCIAL SOLUTIONS, LLC | Recordkeeper | — | $32,744 | $32,744 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT FINANCIAL ADVISORS LLC — Recordkeeper
- GOLDMAN SACHS ASSET MANAGEMET — Investment Advisor
- JPMORGAN CHASE BANK, N.A. — Recordkeeper
- ALIGHT SOLUTIONS LLC — Recordkeeper
- ERNST & YOUNG US LLP — Auditor
- PERSHING LLC — Investment Advisor
- GOLDMAN SACHS ASSET MANAGEMENT — Investment Advisor
- ALIGHT FINANCIAL SOLUTIONS, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,586,061
- Estimated Expense Ratio: 0.105% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,507,981 | $2,049,175 | $164,718 | — | — |
| 2023 | $3,723,875 | $2,967,450 | $56,000 | — | — |
| 2022 | $3,586,015 | $2,509,798 | $577,559 | — | $492,460 |