Plan Snapshot
- Plan Sponsor: The Allstate Corporation
- Sponsor EIN: 363871531
- Sponsor Address: PO BOX 661003, DALLAS, TX, 752661003
- Plan Type: DB
- Plan Number: 002
- Total Participants: 33,238
- Total Assets: $4.2B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 33,238 | $4.2B | $35.0M | $0 |
| 2023 | 33,495 | $4.3B | $0 | $0 |
| 2022 | 33,489 | $4.4B | $0 | $0 |
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 SOLUTIONS LLC | Recordkeeper | $3,158,895 | — | $3,158,895 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $284,562 | — | $284,562 |
| MERCER INVESTMENTS | Investment Advisor | $180,000 | — | $180,000 |
| ACADIAN ASSET MANAGEMENT LLC | Other Service Provider | $148,507 | — | $148,507 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $118,366 | — | $118,366 |
| J.P. MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $115,297 | — | $115,297 |
| STATE STREET GLOBAL ADV TRUST CO. | Other Service Provider | $96,127 | — | $96,127 |
| CROWE LLP | Other Service Provider | $42,000 | — | $42,000 |
| WELLINGTON TRUST COMPANY, NA | Other Service Provider | $22,157 | — | $22,157 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — Recordkeeper
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- MERCER INVESTMENTS — Investment Advisor
- J.P. MORGAN INVESTMENT MANAGEMENT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,165,911
- Estimated Expense Ratio: 0.099% 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 | $11,365,108 | $566,045 | — | $42,000 | — |
| 2023 | $16,153,364 | $1,135,548 | — | $139,800 | — |
| 2022 | $11,665,224 | $2,041,052 | $3,221,974 | — | $405,041 |