AUMdb

Allstate 401(k) Savings Plan

Sponsored by The Allstate Corporation · EIN 363871531 · Plan #001

Total assets
$7.6B
Net assets
$7.6B
Active participants
39,454
With balances
60,084

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Alight Financial Advisors, Llc CRD 158744 deterministic · 100% 2024
Invesco Advisers, Inc. CRD 105360 deterministic · 100% 2024
Towers Watson Investment Services, Inc. CRD 110473 fuzzy_auto · 93% 2024
Northern Trust Global Investments Ltd CRD 111900 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Alight Financial Advisors, Llc Investment advisory (participants), Investment management, Direct payment from the plan $3,772,792
Alight Solutions Llc Recordkeeping, Direct payment from the plan, Other fees $2,561,545
State Street Global Advisors Tru Co Custodial (other), Custodial (securities), Investment management $933,255
The Northern Trust Company Trustee (institutional), Other services, Direct payment from the plan $564,708
Invesco Advisers, Inc. Investment management, Direct payment from the plan, Investment management fees (direct) $467,966
Towers Watson Invt Services, Inc. Investment advisory (plan), Direct payment from the plan $100,000
Crowe Llp Accounting, Direct payment from the plan $38,850
Northern Trust Investments, Inc. Investment management, Direct payment from the plan, Investment management fees (direct) $37,947
Willis Towers Watson Us Llc Consulting (general), Direct payment from the plan $32,970
Pershing Llc Shareholder servicing fees, Finders' fees/placement fees, Securities brokerage commissions $0