Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Alliant Retirement Services
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, 222 retirement plans with 100 or more participants reported paying Alliant Retirement Services $5,000 or more. Those plans cover 550,623 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $8.6M. Per plan, the median was $46.85 per participant, with the middle half of plans between $20.11 and $89.65. 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 New York (53), Texas (35) and California (18).
In 2012 it appeared on 7 such filings; in 2024, 225. 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 | $20.11 | $46.85 | $89.65 |
| Compensation as a share of plan net assets | 0.05% | 0.14% | 0.25% |
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 |
|---|---|---|---|---|---|
| The Legacy Plan of the Unite Here Retirement Fund | Board of Trustees - Legacy Plan of the Unite Here Retirement Fund | NY | 87,313 | $601M | $46K |
| Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct | BD of TR of the Pension, Hosp & Benefit PL of the Elec Ind-Pension | NY | 40,749 | $5.24B | $744K |
| Annuity Plan of the Electrical Industry | Board of Trustees of the Annuity Plan of the Electrical Industry | NY | 39,697 | $2.28B | $55K |
| National Plus Plan | Board of Trustees of the National Plus Plan | RI | 39,256 | $222M | $30K |
| Deferred Salary Plan of the Electrical Industry | Board of Trustees of the Deferred Salary Plan of the Electrical Ind | NY | 33,824 | $7.99B | $53K |
| LHC Group 401(k) Plan | LHC Group, Inc. | LA | 29,768 | $541M | $190K |
| SWBG, LLC 401(k) Plan | SWBG, LLC | FL | 25,070 | $269M | $80K |
| The Retirement Plan of the Amalgamated Insurance Fund | Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund | NY | 18,793 | −$852M | $7,505 |
| Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. | BD of Trustees Local 705 I.B. of T. Pension Trust Fund | IL | 15,670 | $1.88B | $245K |
| G2 Secure Staff, L.L.C. Employees Savings Trust | G2 Secure Staff, L.L.C. | TX | 9,585 | $19.7M | $80K |
| Paycom 401(k) Plan | Paycom Payroll, LLC | OK | 8,517 | $322M | $60K |
| Compassus 401(k) Plan | FC Compassus, LLC | TN | 8,167 | $170M | $10K |
| Amwins Group, Inc. 401(k) Plan | Amwins Group, Inc. | NC | 7,522 | $844M | $15K |
| Employees Security Fund of the Elec Ind Pension Plan | Joint Pension Comm of the Ees Sec Fund of the Elec Prod Ind | NY | 6,883 | $153M | $53K |
| United Teamster Pension Fund a | Board of Trustees of United Teamster Pension Fund a | NY | 6,859 | $343M | $18K |
| Yai Network Affiliates 403(b) Plan | Young Adult Institute, Inc. | NY | 4,912 | $57.7M | $23K |
| Lavie Holdco 401(k) Plan | Lavie Holdco LLC | FL | 4,890 | $37.5M | $79K |
| Meruelo Group 401(k) Plan and Trust | Meruelo Group LLC | CA | 4,439 | $125M | $494 |
| AVENUE5 Residential, LLC Employee Savings Plan | AVENUE5 Residential, LLC | WA | 4,262 | $77.8M | $187K |
| Artisan Design Group 401(k) Plan | Artisan Design Group, LLC | TX | 3,265 | $125M | $20K |
| Fiesta Restaurant Group, Inc. Retirement Savings Plan | Fiesta Restaurant Group, Inc. | FL | 3,047 | $14.3M | $42K |
| Cirque Du Soleil 401(k) Retirement Plan | Cirque Du Soleil Holding USA Newco Inc. | NY | 2,870 | $117M | $45K |
| The Woodbridge Group Retirement Savings Plan | The Woodbridge Group | MI | 2,852 | $111M | $50K |
| Cec Facilities, LLC 401(k) Plan | Cec Facilities, LLC | TX | 2,800 | $95.8M | $88K |
| Studio Mechanics Local 476 Annuity Plan | Board of Trustees Studio Mechanics Local 476 Annuity Fund | IL | 2,721 | $41.1M | $5,541 |
| DNV USA, Inc. 401(k) Plan | DNV USA, Inc. | TX | 2,649 | $519M | $191K |
| Meritage Homes Corporation 401(k) Savings Plan | Meritage Homes Corporation | AZ | 2,641 | $210M | $11K |
| The Medical Faculty Associates 401(a) Retirement Plan | Medical Faculty Associates, Inc. | DC | 2,534 | $116M | $28K |
| Regency Pacific 401(k) Retirement Plan | Regency Pacific Management, LLC | WA | 2,531 | $6.9M | $24K |
| Acld, Inc. 401(k) Retirement Plan | Acld, Inc. | NY | 2,392 | $59.9M | $118K |
| KLX Energy Services 401(k) Plan | KLX Energy Services Holdings, Inc. | TX | 2,317 | $98.3M | $52K |
| Doggett Company, LLC 401(k) Plan | Doggett Company, LLC | TX | 2,288 | $65.0M | $102K |
| Reddy Ice LLC 401(k) Plan | Reddy Ice LLC | TX | 2,256 | $46.6M | $63K |
| Lakefield Veterinary Group, Inc. 401(k) Retirement Plan | Lakefield Veterinary Group, Inc. | WA | 2,196 | $47.0M | $57K |
| Careabout 401(k) Plan | Careabout Mso, LLC | NY | 2,165 | $177M | $41K |
| Q2 Holdings, Inc. 401(k) Plan | Q2 Holdings, Inc. | TX | 2,155 | $219M | $80K |
| PPX Hospitality Brands 401(k) Plan | Legal Sea Foods Restaurant Group Inc. | MA | 2,148 | $15.7M | $42K |
| Steel Affiliates 401(k) Profit Sharing Plan | Triple-S Steel Holdings, Inc. | TX | 2,046 | $100M | $60K |
| Uvp Management, LLC 401(k) Profit Sharing Plan | Uvp Management, LLC | TX | 2,034 | $92.5M | $110K |
| Paradigm Oral Health 401(k) Profit Sharing Plan | Ois Management Services, LLC d/b/a Paradigm Oral Health | NE | 1,997 | $46.1M | $26K |
Questions and answers
How many plans does Alliant Retirement Services serve?
222 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 Retirement Services?
The median plan reported $46.85 per participant in direct and indirect compensation (219 plans reporting an amount), or 0.14% 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) (135 plans), Contract Administrator (42 plans), Other services (27 plans) and Investment advisory (participants) (12 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.