Plan Ledger DOL Form 5500 · updated monthly

Alliant Insurance Services, Inc.401(k)

ALLIANT INSURANCE SERVICES, INC. 401(K) SAVINGS & INVESTMENT PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Alliant Insurance Services, Inc. reported $558,692 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $1,981 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 0.08% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 137th-largest of 9,483 plans among California employers on file, and the 183rd of 4,798 in finance & insurance. In 2024, employees put in $5.30 for every $1.00 the employer contributed; active participation has grown from 5,862 to 7,715 since 2022.

Plan summary
Net assets, end of year$986,638,235
Participants with balances8,517
Active participants7,715
Employer contributions$15,283,039
Employee contributions$80,978,909
Employer contribution per active participant$1,981
Average account balance$115,843
Benefits paid to participants$51,876,379
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$986.6M · 8,517 accts · $15.3M emplr
2023$795.1M · 7,697 accts · $13.5M emplr
2022$629.0M · 6,609 accts · $12.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$558,692
Total administrative$558,692
The Alliant Insurance Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,981
Median for plans this size$4,294
2024$1,981 per active participant
2023$2,002 per active participant
2022$2,058 per active participant

Alliant Insurance Services, Inc.'s 2024 employer contribution ran below the $4,294 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$558,693
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$558,692 · 0.06%
2023$493,491 · 0.07%
2022$496,899 · 0.08%
Same employer
Similar plansFinance & Insurance · California
Vision Service Plan CA$1.5B · 0.07%
Bank of the West CA$1.3B · 0.07%
Mercury General Corporation CA$940.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330785439 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.