Plan Ledger DOL Form 5500 · updated monthly

Alti Global Holdings, LLC401(k)

ALTI GLOBAL HOLDINGS, LLC 401(K) PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Alti Global Holdings, LLC reported $48,871 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,434 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,327th-largest of 5,648 plans among New York employers on file, and the 1,614th of 4,798 in finance & insurance. In 2024, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$51,963,436
Participants with balances307
Active participants236
Employer contributions$1,282,313
Employee contributions$3,045,077
Employer contribution per active participant$5,434
Average account balance$169,262
Benefits paid to participants$3,406,985
Plan auditUnmodified (clean) audit opinion
AuditorBDG-CPAS
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,037
Investment management$25,034
Audit (IQPA)$9,800
Total administrative$48,871
The Alti Global Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$5,434
Median for plans this size$2,416

Alti Global Holdings, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20243
CAPTRUST · Investment advisory (plan)$25,034
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$14,037
BDG-CPAS · Accounting / audit$9,800

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

Administrative cost history1
2024$48,871 · 0.12%
Same employer
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Kbc Bank N.V. NY$53.9M · 0.20%
Msd Partners, L.P. NY$52.9M · 0.01%
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Source: U.S. Department of Labor, Form 5500 series, EIN 872737547 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.