Back to filter
Original filing (PDF)20251014144543NAL0003057889001
ALIGHT
Form 5500
FILING_RECEIVED
ALIGHT DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
74
Accounts w/ balance
150
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
1 pooled trust
Schedule D
52 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALIGHT.
Plan sponsor
Name
ALIGHT
EIN
36-3241033
Address
1325 QUINCY ST. NE · #A1 · MINNEAPOLIS, MN · 55413
Phone
(612) 872-7060
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRF CPAS & ADVISORS (GRF)
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $20K | — |
Investments
51 direct securities · 1 pooled fund· $10.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$10.6M
51 holdings
Pooled Separate Account
$171K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Idx Adm N/A | — | — | — | $1.0M | 9.6% | |
| TIAA and CREF TIAA-CREF Lifecycle 2040 R6 N/A | — | — | — | $1.0M | 9.5% | |
| TIAA and CREF TIAA-CREF Lifecycle 2045 R6 N/A | — | — | — | $970K | 9.0% | |
| TIAA and CREF Stock R1 N/A | — | — | — | $882K | 8.2% | |
| TIAA and CREF TIAA-CREF Lifecycle 2035 R6 N/A | — | — | — | $726K | 6.7% | |
| TIAA and CREF Growth R1 N/A | — | — | — | $716K | 6.6% | |
| TIAA and CREF TIAA Traditional Benefit-Responsive N/A | — | — | — | $532K | 4.9% | |
| TIAA and CREF Global Equities R1 N/A | — | — | — | $490K | 4.5% | |
| Vanguard Extended Market Index Adm N/A | — | — | — | $474K | 4.4% | |
| TIAA and CREF TIAA-CREF Lifecycle 2050 R6 N/A | — | — | — | $392K | 3.6% | |
| TIAA and CREF TIAA Traditional Non Benefit-Responsive N/A | — | — | — | $364K | 3.4% | |
| TIAA and CREF TIAA-CREF Lifecycle 2055 R6 N/A | — | — | — | $332K | 3.1% | |
| TIAA and CREF Money Market R1 N/A | — | — | — | $315K | 2.9% | |
| TIAA and CREF Equity Index R1 N/A | — | — | — | $263K | 2.4% | |
| TIAA and CREF TIAA-CREF Lifecycle 2025 R6 N/A | — | — | — | $222K | 2.1% | |
| TIAA and CREF TIAA-CREF Lifecycle 2015 R6 N/A | — | — | — | $213K | 2.0% | |
| TIAA and CREF TIAA-CREF Lifecycle 2030 R6 N/A | — | — | — | $203K | 1.9% | |
| TIAA and CREF TIAA-CREF Lifecycle 2060 R6 N/A | — | — | — | $201K | 1.9% | |
| TIAA and CREF Social Choice R1 N/A | — | — | — | $177K | 1.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $171K | 1.6% | |
| Hartford Dividend Growth R6 N/A | — | — | — | $110K | 1.0% | |
| TIAA and CREF TIAA Access Lifecycle 2050 T4 N/A | — | — | — | $105K | 1.0% | |
| TIAA and CREF Core Bond R1 N/A | — | — | — | $82K | 0.8% | |
| Vanguard Developed Market Index Adm N/A | — | — | — | $71K | 0.7% | |
| TIAA and CREF TIAA Access Lifecycle 2030 T4 N/A | — | — | — | $66K | 0.6% | |
| TIAA and CREF TIAA Access Lifecycle 2040 T4 N/A | — | — | — | $64K | 0.6% | |
| TIAA and CREF TIAA Access Lifecycle 2045 T4 N/A | — | — | — | $60K | 0.6% | |
| TIAA and CREF TIAA Access International Equity T4 N/A | — | — | — | $59K | 0.5% | |
| TIAA and CREF TIAA Access Mid Cap Value T4 N/A | — | — | — | $50K | 0.5% | |
| TIAA and CREF TIAA Access Core Bond Plus T4 N/A 948 Harbor Capital Appreciation Rt N/A | — | — | — | $46K | 0.4% | |
| DFA Emerging Mark CorEqPort I N/A | — | — | — | $41K | 0.4% | |
| TIAA and CREF TIAA Access Large Cap Value T4 N/A | — | — | — | $35K | 0.3% | |
| TIAA and CREF TIAA-CREF Lifecycle 2025 T4 N/A | — | — | — | $34K | 0.3% | |
| TIAA and CREF TIAA Access Core Equity T4 N/A | — | — | — | $32K | 0.3% | |
| TIAA and CREF Inflation-Linked Bond R1 N/A | — | — | — | $30K | 0.3% | |
| American Funds American EuroPac Growth R6 N/A | — | — | — | $23K | 0.2% | |
| Janus Henderson Janus Henderson Triton N N/A | — | — | — | $20K | 0.2% | |
| TIAA and CREF TIAA Access Large Cap Growth T4 N/A | — | — | — | $19K | 0.2% | |
| TIAA and CREF TIAA Access Real Estate Secs T4 N/A | — | — | — | $16K | 0.2% | |
| TIAA and CREF TIAA Access Quant Small Cap Equity T4 N/A | — | — | — | $16K | 0.1% | |
| Stable Value * TIAA and CREF TIAA Stable Fund N/A | — | — | — | $16K | 0.1% | |
| Vanguard Real Estate Index Adm N/A | — | — | — | $14K | 0.1% | |
| American Funds American Funds Balanced Fund R6 N/A | — | — | — | $13K | 0.1% | |
| TIAA and CREF TIAA Access Small Cap Bl Index T4 N/A | — | — | — | $12K | 0.1% | |
| TIAA and CREF TIAA Access Large Cap Res Equity T4 N/A | — | — | — | $12K | 0.1% | |
| TIAA and CREF TIAA Access Lifecycle 2060 T4 N/A | — | — | — | $9K | <0.1% | |
| TIAA and CREF TIAA Access Lifecycle 2055 T4 N/A | — | — | — | $6K | <0.1% | |
| TIAA and CREF TIAA-CREF Lifecycle 2010 R6 N/A | — | — | — | $6K | <0.1% | |
| BlackRock Total Return K N/A | — | — | — | $6K | <0.1% | |
| TIAA and CREF TIAA Access Mid Cap Growth T4 N/A | — | — | — | $6K | <0.1% | |
| TIAA and CREF TIAA Access Equity Index T4 N/A | — | — | — | $3K | <0.1% | |
| Undiscovered Managers Undiscovered Mgrs Behav Val R6 N/A | — | — | — | $3K | <0.1% |