2023 Form 5500 filing — Alation, Inc. Retirement Trust
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 20241008145929NAL0008489731001) for Alation, Inc. Retirement Trust, reported by Alation, Inc. under EIN 46-1989601 and plan number 001. It reports 595 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008145929NAL0008489731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alation, Inc.
- EIN
- 46-1989601
- Plan number
- 001
- Location
- Redwood City, CA
- Participants
- 595
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,530,540
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,530,540
- Employer contributions
- $1,060,015
- Participant contributions
- $6,872,889
- Total income / additions
- $13,299,446
- Benefits paid
- $3,097,724
- Administrative expenses
- $116,671
- Total expenses
- $3,214,685
- Net increase / (decrease)
- $10,084,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forusall Advisors | NONE | $81,267 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $35,404 | $0 |