# Alorica, INC. 401(k) Plan
Source: https://planprovider.pro/companies/alorica-inc-401k-plan

> Alorica, INC.'s 401(k) plan: 17,563 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alorica, INC.

- **Sponsor EIN:** 954740339

- **Sponsor Address:** 5161 CALIFORNIA AVE, IRVINE, CA, 92617

- **Plan Type:** 401(k)

- **Total Participants:** 17,563

- **Total Assets:** $146.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|17,563|$146.5M|$1.7M|$5.6M|

| 2023|16,930|$140.7M|$1.9M|$6.2M|

| 2022|17,784|$130.4M|$2.1M|$6.8M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$252,592|—|$252,592|

| MORGAN STANLEY|CONSULTANT|$93,136|—|$93,136|

| BDO USA P.C.|ACCOUNTANT|$41,500|—|$41,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — CONSULTANT

- [BDO USA P.C.](https://planprovider.pro/provider/bdo-usa-pc) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $387,228

- **Estimated Expense Ratio:** 0.264% 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|$393,898|$93,136|—|$41,500|—|

| 2023|$349,033|$86,873|—|$34,450|—|

| 2022|$120,073|—|—|—|—|

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