2023 Form 5500 filing — Alvarez & Marsal Holdings, LLC 401(K) And Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250815164436NAL0010666913001) for Alvarez & Marsal Holdings, LLC 401(K) And Retirement Plan, reported by Alvarez & Marsal Holdings, LLC under EIN 56-2409465 and plan number 001. It reports 5,261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250815164436NAL0010666913001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Alvarez & Marsal Holdings, LLC
- EIN
- 56-2409465
- Plan number
- 001
- Location
- New York, NY
- Participants
- 5,261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,149,947,669
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,149,947,669
- Employer contributions
- $57,618,995
- Participant contributions
- $62,461,109
- Total income / additions
- $363,488,622
- Benefits paid
- $54,749,073
- Administrative expenses
- $533,640
- Total expenses
- $55,282,713
- Net increase / (decrease)
- $308,205,909
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $242,723 | $0 |
| Cook Street Consulting | NONE | $44,993 | not reported in the loaded dataset |
| Bdo Usa, Llp | NONE | $37,000 | not reported in the loaded dataset |