Alvarez & Marsal Holdings 401(k) match, vesting and fees
What Alvarez & Marsal Holdings' 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 | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 118 defined-contribution plans in finance and insurance with 5,000 to 9,999 participants.
| Alvarez & Marsal Holdings: employer contribution per participant | $11,093 | |
| Peer median | $3,354 |
| Alvarez & Marsal Holdings: average balance | $246,366 | |
| Peer median | $126,365 |
| Alvarez & Marsal Holdings: admin expenses ÷ assets | 0.05% | |
| 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 $731M at the end of plan year 2021 to $1.4B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,366 | $1.4B | $63.8M | $11,093 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 5,937 | $1.1B | $57.6M | $11,025 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 5,268 | $842M | $49.9M | $11,007 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 4,468 | $731M | $40.4M | $10,351 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Alvarez & Marsal Holdings match 401(k) contributions?
The match terms for the Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $63.8M in employer contributions, about $11,093 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Alvarez & Marsal Holdings 401(k) match vested?
The vesting schedule for the Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Alvarez & Marsal Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T Rowe Price Rps Inc. The plan administrator is Alvarez & Marsal Holdings, LLC.
I left Alvarez & Marsal Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Alvarez & Marsal Holdings, LLC, (929) 317-9440) or the recordkeeper, T Rowe Price Rps Inc. The Alvarez & Marsal Holdings old 401(k) page lists the contacts from every plan filing. Find an old Alvarez & Marsal Holdings 401(k)
Data from the public Form 5500 annual reports Alvarez & Marsal Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Alvarez & Marsal Holdings. Not financial advice. Report a correction · Methodology