Plan5500

Alation, Inc. Retirement Trust — Form 5500 plan (Alation, Inc.)

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, Alation, Inc. Retirement Trust is a benefit plan reported by Alation, Inc. under EIN 46-1989601 and plan number 001. The latest loaded filing year is 2023. The filing reports 595 participants and $29,530,540 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alation, Inc.
EIN
46-1989601
Plan number
001
Plan type
2
Location
Redwood City, CA
Latest filing year
2023
Participants
595
End-of-year plan assets
$29,530,540

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023595H, C20241008145929NAL0008489731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,530,540
Total liabilities (EOY)
$0
Net assets (EOY)
$29,530,540
Net assets (BOY)
$19,445,779

Income & contributions

Employer contributions
$1,060,015
Participant contributions
$6,872,889
Total contributions
$9,032,892
Total income / additions
$13,299,446

Expenses & distributions

Benefits paid
$3,097,724
Administrative expenses
$116,671
Total expenses
$3,214,685
Net increase / (decrease)
$10,084,761

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forusall AdvisorsNONE$81,267not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$35,404$02023

Related Form 5500 pages