Alliantgroup Lp 401(K) Plan — Form 5500 plan (Alliantgroup Lp)
Plain-English plan 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, Alliantgroup Lp 401(K) Plan is a benefit plan reported by Alliantgroup Lp under EIN 04-3647277 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,001 participants and $31,724,539 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$31.7MPlan net assets, end of year$31,724,539
Participants1KCovered participants reported1,001
Assets / participant$31.7KComputed: assets ÷ participants$31,693 (computed)
Provider compensation$135.8K4 Schedule C provider row(s)$135,797
- Plan sponsor
- Alliantgroup Lp
- EIN
- 04-3647277
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,001 | H, C | 20240926094423NAL0000309715001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$31.7M total assets
Net assets$31.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $31,724,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,724,539
- Net assets (BOY)
- $24,322,451
Income & contributions
- Employer contributions
- $1,178,018
- Participant contributions
- $4,038,031
- Total contributions
- $5,297,961
- Total income / additions
- $9,817,985
Expenses & distributions
- Benefits paid
- $2,295,542
- Administrative expenses
- $110,009
- Total expenses
- $2,415,897
- Net increase / (decrease)
- $7,402,088
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
23%77%
Employer 23%Participant 77%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $92,847 | $0 | 2023 |
| Lincoln Financial Securities | BROKER/ADVISER | $0 | $25,788 | 2023 |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $13,062 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | AUDITOR | $4,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alliantgroup Lp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Lincoln Financial Securities — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation