Plan Ledger DOL Form 5500 · updated monthly

Alvarez & Marsal Holdings, LLC401(k)

ALVAREZ & MARSAL HOLDINGS, LLC 401(K) AND RETIREMENT PLAN · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
0.05%

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

Alvarez & Marsal Holdings, LLC reported $533,640 in plan administrative expenses for 2023: 0.05% of average plan assets, below the peer median. Employer contributions averaged $12,047 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 1 year on file its reported administrative ratio fell from 0.07% to 0.05%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,601 comparable plans and shown alongside other finance & insurance employers. By assets it is the 105th-largest of 5,648 plans among New York employers on file, and the 157th of 4,798 in finance & insurance. In 2023, employees put in $1.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,149,947,669
Participants with balances5,226
Active participants4,783
Employer contributions$57,618,995
Employee contributions$62,461,109
Employer contribution per active participant$12,047
Average account balance$220,044
Benefits paid to participants$54,749,073
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$1.1B · 5,226 accts · $57.6M emplr
2022$841.7M · 4,538 accts · $49.9M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$218,673
Investment management$1,487
Audit (IQPA)$37,000
Total administrative$533,640
The Alvarez & Marsal Holdings, LLC 401(k) match · 2023
Employer contribution per active participant$12,047
Median for plans this size$4,362
2023$12,047 per active participant
2022$11,806 per active participant

Alvarez & Marsal Holdings, LLC's 2023 employer contribution ran above the $4,362 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
T ROWE PRICE RPS INC · Recordkeeping · Trustee$242,723
COOK STREET CONSULTING · Consulting$44,993
BDO USA, LLP · Accounting / audit$37,000

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

Administrative cost history2
2023$533,640 · 0.05%
2022$579,200 · 0.07%
Same employer
Similar plansFinance & Insurance · New York
Webster Bank, N.A. NY$1.1B · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562409465 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.