Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Alliant Insurance Services Inc. DBA
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 44 retirement plans with 100 or more participants reported paying Alliant Insurance Services Inc. DBA $5,000 or more. Those plans cover 76,757 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.8M. Per plan, the median was $48.64 per participant, with the middle half of plans between $24.52 and $87.67. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Texas (17), California (5) and New York (5).
In 2018 it appeared on 10 such filings; in 2024, 45. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $24.52 | $48.64 | $87.67 |
| Compensation as a share of plan net assets | 0.06% | 0.16% | 0.23% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Rollins 401(k) Savings Plan | Rollins, Inc. & Subsidiaries | GA | 21,287 | $1.15B | $95K |
| Action Behavior Centers 401(k) Plan | Action Behavior Centers | TX | 11,028 | $27.3M | $11K |
| The University of Phoenix, Inc. Savings and Investment Plan | The University of Phoenix, Inc. | AZ | 9,570 | $586M | $90K |
| Keystone Human Services 401(k) Retirement Plan | Keystone Human Services | PA | 3,247 | $59.5M | $80K |
| Cirrus Design Corporation 401(k) Plan | Cirrus Design Corporation | MN | 3,059 | $162M | $102K |
| Lendmark 401(k) Plan | Lendmark Financial Services, LLC | GA | 2,674 | $115M | $95K |
| Cenveo Worldwide Limited 401(k) Savings and Retirement Plan | Cenveo Worldwide Limited | CT | 2,624 | $160M | $50K |
| Partner Industrial, LLC 401(k) Savings Plan | Partner Industrial, LLC | TX | 2,235 | $6.1M | $27K |
| Emerald Textiles, San Diego LLC 401(k) Plan | Emerald Textiles, San Diego, LLC | CA | 1,959 | $19.6M | $47K |
| Early Warning Services, LLC 401(k) Plan | Early Warning Services, LLC | AZ | 1,722 | $163M | $51K |
| Salem Media Group, Inc. Employees 401(k) Plan | Salem Media Group, Inc. | CA | 1,624 | $128M | $79K |
| Evtda DBA Fantasy Springs Resort Casino 401(k) Plan | East Valley Tourist Development Authority DBA | CA | 1,231 | $30.5M | $64K |
| Lucky Star Casino 401(k) Retirement Savings Plan | Lucky Star Casino | OK | 1,158 | $21.0M | $39K |
| Retirement Plan for Employees of Molnlycke Health Care US LLC | Molnlycke Health Care US LLC | GA | 1,081 | $152M | $22K |
| Independence Energy Management, LLC 401(k) Plan | Independence Energy Management, LLC | TX | 1,020 | $79.0M | $82K |
| Gulf Interstate Engineering Company Savings Plan | Gulf Interstate Engineering Company | TX | 919 | $78.9M | $58K |
| The Aker Solutions 401(k) Savings Plan | Aker Solutions Inc. | TX | 755 | $116M | $79K |
| Timeclock Plus, LLC 401(k) Profit Sharing Plan | Timeclock Plus, LLC | TX | 717 | $15.5M | $33K |
| Firstcall Mechanical Group 401(k) Plan | Firstcall Mechanical Group LLC | TX | 635 | $4.8M | $1,974 |
| Meridian Adhesives Group Retirement Savings Plan | Meridian Adhesives Group, Inc. | NC | 583 | $24.6M | $56K |
| Paths Management Services LLC 401(k) Plan | Paths Management Services LLC | NY | 561 | $5.4M | $27K |
| E-J Electric Installation Company Profit Sharing Plan | E-J Electric Installation Company | NY | 524 | $8.6M | $43K |
| Flosports 401(k) Plan | Flosports, Inc. | TX | 461 | $19.8M | $41K |
| Lightspeed Commerce 401(k) Plan | Lightspeed Pos USA Inc. | NY | 457 | $22.8M | $63K |
| Claire Edwards Charak 401(k) Plan | The Metro Group, Inc. | NY | 435 | $18.5M | $5,276 |
| MD Revolution, Inc. Retirement Trust | MD Revolution, Inc. | CA | 405 | $12.4M | $16K |
| Aegsi Holdings LLC 401(k) Plan | Aegsi Holdings LLC | TX | 400 | $12.7M | $30K |
| Ricetec Inc. Retirement Savings Plan | Ricetec, Inc. | TX | 386 | $51.4M | $45K |
| Petroleum Geo-Services, Inc. 401(k) Savings and Profit Sharing Plan | Petroleum Geo-Services, Inc. | TX | 381 | $115M | $75K |
| Celero Commerce 401(k) Plan | Celero Commerce LLC | TN | 350 | $17.7M | $11K |
| Plaster & Wald Consulting Corp. 401(k) Profit Sharing Plan and Trust | Plaster & Wald Consulting Corp. | OK | 335 | $16.8M | $47K |
| Cleanleaf Energy Retirement Savings Plan | Cleanleaf Energy, LLC | MD | 332 | $21.6M | $23K |
| Star Furniture 401(k) Plan | Star Furniture Company | TX | 314 | $15.7M | $11K |
| Dynasty Wireline Services LLC 401(k) Plan | Dynasty Wireline Services LLC | TX | 294 | $7.8M | $17K |
| Upstream 401(k) Plan | Upstream USA, Inc. | MA | 277 | $17.5M | $35K |
| 11 Capital, LLC 401(k) Profit Sharing Plan and Trust | 11 Capital, LLC | WA | 254 | $3.6M | $7,311 |
| Govos 401(k) Plan | Govos, Inc. | TX | 219 | $6.3M | $19K |
| Getsales, Inc. 401(k) Plan | Getsales, Inc. | TX | 214 | $927K | $3,536 |
| Everspring 401(k) Plan | Everspring, Inc. | IL | 212 | $9.0M | $36K |
| Smartly 401(k) Plan | Smartly.io Solutions, Inc. | NY | 192 | $6.8M | $13K |
Questions and answers
How many plans does Alliant Insurance Services Inc. DBA serve?
44 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Alliant Insurance Services Inc. DBA?
The median plan reported $48.64 per participant in direct and indirect compensation (44 plans reporting an amount), or 0.16% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (42 plans) and Contract Administrator (5 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.