Alteryx, Inc. Retirement Savings Plan
Sponsored by Alteryx, Inc. · EIN 900673106 · Plan #001
- Total assets
- $208M
- Net assets
- $208M
- Active participants
- 1,101
- With balances
- 2,003
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $151,874 |
| Strategic Advisors, Inc | Investment advisory (plan) | $49,988 |
| Pension Assurance Llp | Accounting | $5,000 |