Plan Snapshot
- Plan Sponsor: Alteryx, INC.
- Sponsor EIN: 900673106
- Sponsor Address: 3347 MICHAELSON DR STE400, IRVINE, CA, 92612
- Plan Type: 401(k)
- Total Participants: 1,101
- Total Assets: $208.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,101 | $208.2M | $7.9M | $27.0M |
| 2023 | 1,544 | $179.1M | $10.2M | $31.8M |
| 2022 | 1,968 | $122.9M | $9.1M | $28.4M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — 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 | $206,862 | $49,988 | $300 | — | — |
| 2023 | $180,182 | $36,114 | — | $11,250 | — |
| 2022 | $155,842 | $23,183 | — | — | — |