Plan Snapshot
- Plan Sponsor: Alithya Usa, INC.
- Sponsor EIN: 710788538
- Sponsor Address: 3440 PRESTON RIDGE ROAD, ALPHARETTA, GA, 30005
- Plan Type: 401(k)
- Total Participants: 511
- Total Assets: $115.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 511 | $115.0M | $888,387 | $6.6M |
| 2023 | 552 | $98.2M | $894,902 | $6.3M |
| 2022 | 425 | $71.1M | $766,136 | $5.5M |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $50,922 | $45,090 | $300 | — | — |
| 2023 | $52,770 | $48,411 | — | — | — |
| 2022 | $45,957 | $41,854 | — | — | — |