Alvarez & Marsal Holdings, LLC 401(K) And Retirement Plan — Form 5500 plan (Alvarez & Marsal Holdings, LLC)

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, Alvarez & Marsal Holdings, LLC 401(K) And Retirement Plan is a benefit plan reported by Alvarez & Marsal Holdings, LLC under EIN 56-2409465 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,261 participants and $1,149,947,669 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alvarez & Marsal Holdings, LLC
EIN
56-2409465
Plan number
001
Plan type
3
Location
New York, NY
Latest filing year
2023
Participants
5,261
End-of-year plan assets
$1,149,947,669

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,261H, C20250815164436NAL0010666913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,149,947,669
Total liabilities (EOY)
$0
Net assets (EOY)
$1,149,947,669
Net assets (BOY)
$841,741,760

Income & contributions

Employer contributions
$57,618,995
Participant contributions
$62,461,109
Total contributions
$136,280,594
Total income / additions
$363,488,622

Expenses & distributions

Benefits paid
$54,749,073
Administrative expenses
$533,640
Total expenses
$55,282,713
Net increase / (decrease)
$308,205,909

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$242,723$02023
Cook Street ConsultingNONE$44,993not reported in the loaded dataset2023
Bdo Usa, LlpNONE$37,000not reported in the loaded dataset2023

Related Form 5500 pages