Plan Snapshot
- Plan Sponsor: Alight Solutions LLC
- Sponsor EIN: 362235791
- Sponsor Address: 320 SOUTH CANAL STREET, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 11,234
- Total Assets: $2.6B
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. |
|---|---|---|---|---|
| 2025 | 11,234 | $2.6B | $0 | $0 |
| 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 | Other Service Provider | $924,741 | — | $924,741 |
| NORTHERN TRUST COMPANY | Other Service Provider | $664,047 | — | $664,047 |
| DODGE & COX | Other Service Provider | $359,858 | — | $359,858 |
| BLACKROCK INSTITUTIONAL TRUST CO. | Other Service Provider | $339,505 | — | $339,505 |
| WILLIAM BLAIR INVESTMENT MGMT, LLC | Other Service Provider | $309,166 | — | $309,166 |
| ALIGHT SOLUTIONS LLC | Other Service Provider | $278,145 | — | $278,145 |
| GOLDMAN SACHS ASSET MANAGEMET | Other Service Provider | $205,715 | — | $205,715 |
| ERNST & YOUNG US LLP | Other Service Provider | $62,000 | — | $62,000 |
| PERSHING LLC | Other Service Provider | — | $45,105 | $45,105 |
| ALIGHT FINANCIAL SOLUTIONS, LLC | Other Service Provider | — | $17,638 | $17,638 |
| JPMORGAN CHASE BANK, N.A. | Other Service Provider | $12,229 | — | $12,229 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,218,149
- Estimated Expense Ratio: 0.123% 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 |
|---|---|---|---|---|---|
| 2025 | $303,839,578 | $2,155,214 | $278,145 | $62,000 | — |
| 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 |