# Alti Global Holdings, LLC DC Plan
Source: https://planprovider.pro/companies/alti-global-holdings-llc-plan-001

> Alti Global Holdings, LLC's DC plan: 236 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alti Global Holdings, LLC

- **Sponsor EIN:** 872737547

- **Sponsor Address:** 520 MADISON AVENUE, 26TH FLOOR, NEW YORK, NY, 10022

- **Plan Type:** DC

- **Total Participants:** 236

- **Total Assets:** $52.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|236|$52.0M|$1.3M|$3.0M|

## 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|

| CAPTRUST|INVESTMENT ADVISOR|$25,034|—|$25,034|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$14,037|—|$14,037|

| BDG-CPAS|ACCOUNTANT/AUDITOR|$9,800|—|$9,800|

### Verified Provider Profiles

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

- [CAPTRUST](https://planprovider.pro/provider/captrust) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BDG-CPAS](https://planprovider.pro/provider/bdg-cpas) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $48,871

- **Estimated Expense Ratio:** 0.094% 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|$48,871|$25,034|—|$9,800|—|

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