Plan Ledger DOL Form 5500 · updated monthly

Alithya USA, Inc.401(k)

ALITHYA USA, INC. 401(K) SAVINGS PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Alithya USA, Inc. reported $50,922 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,739 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.06% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 255th-largest of 2,160 plans among Georgia employers on file, and the 1,324th of 11,654 in professional & technical services. In 2024, employees put in $7.43 for every $1.00 the employer contributed; active participation has grown from 425 to 511 since 2022.

Plan summary
Net assets, end of year$115,006,393
Participants with balances764
Active participants511
Employer contributions$888,387
Employee contributions$6,597,416
Employer contribution per active participant$1,739
Average account balance$150,532
Benefits paid to participants$9,248,216
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$115.0M · 764 accts · $888K emplr
2023$98.2M · 754 accts · $895K emplr
2022$71.1M · 564 accts · $766K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,832
Investment management$45,090
Total administrative$50,922
The Alithya USA, Inc. 401(k) match · 2024
Employer contribution per active participant$1,739
Median for plans this size$3,635
2024$1,739 per active participant
2023$1,621 per active participant
2022$1,803 per active participant

Alithya USA, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$45,090
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,590

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$50,922 · 0.05%
2023$52,770 · 0.06%
2022$45,957 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Georgia
Pdi Technologies GA$135.5M · 0.15%
Aptean, Inc. GA$123.7M · 0.11%
Unifi Aviation, LLC GA$121.0M · 0.30%
Meridian Cooperative, Inc. GA$109.3M · 0.26%
Artivion, Inc. GA$101.7M · 0.17%
Prgx USA, Inc. GA$96.4M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710788538 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.