Alliant Insurance Services 401(k) match, vesting and fees
What Alliant Insurance Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 118 defined-contribution plans in finance and insurance with 5,000 to 9,999 participants.
| Alliant Insurance Services: employer contribution per participant | $1,794 | |
| Peer median | $3,354 |
| Alliant Insurance Services: average balance | $115,843 | |
| Peer median | $126,365 |
| Alliant Insurance Services: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.06% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $795M at the end of plan year 2023 to $987M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,773 | $987M | $15.3M | $1,794 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 7,862 | $795M | $13.5M | $1,759 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Alliant Insurance Services match 401(k) contributions?
The match terms for the Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan have not been published from its filing yet. The plan year 2024 filing reports $15.3M in employer contributions, about $1,794 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Alliant Insurance Services 401(k) match vested?
The vesting schedule for the Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Alliant Insurance Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Alliant Insurance Services, Inc..
I left Alliant Insurance Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Alliant Insurance Services, Inc., (949) 260-5038) or the recordkeeper, Transamerica Retirement Solutions. The Alliant Insurance Services old 401(k) page lists the contacts from every plan filing. Find an old Alliant Insurance Services 401(k)
Data from the public Form 5500 annual reports Alliant Insurance Services filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Alliant Insurance Services. Not financial advice. Report a correction · Methodology