AlixPartners 401(k) Plan

Officially: ALIXPARTNERS 401(K) SAVINGS AND FIRM CONTRIBUTION PLAN

The AlixPartners 401(k) Savings and Firm Contribution Plan is a single-employer defined contribution plan covering employees of AlixPartners, LLP, the global consulting firm headquartered in Southfield, Michigan. The plan ended the 2024 plan year with 2,350 total participants (1,844 active) and roughly $601.7 million in net assets. Fidelity Investments Institutional serves as recordkeeper and Fidelity Management Trust Company as trustee. The plan combines participant 401(k) deferrals with a discretionary firm contribution rather than a traditional matching formula.

Participants: 2,281 Plan assets: $601,705,597 Plan number: 001 Form 5500 plan year: 2024 Last verified: Jun 11, 2026 View Form 5500
Match
No traditional employer matching contribution; the plan provides a discretionary firm contribution based on eligible compensation in lieu of a match.
Vesting
Employer discretionary contributions vest on a graded schedule for employees hired or employed on or after July 1, 2020: 33% after 1 year, 67% after 2 years, and 100% after 3 years; employee deferrals and rollovers are immediately 100% vest
Investment Options
29 funds
Plan Size
$601,705,597

By Zac Murphy, CFA charterholder and CFP professional. Published June 11, 2026. Verified against Form 5500 plan year 2024.

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Fund lineup

Fund Asset Class Type
Fidelity International Discovery Fund International Equity Active
Fidelity Worldwide Fund International Equity Active
Fidelity Freedom 2010 Fund Target-date Other
Fidelity Freedom 2015 Fund Target-date Other
Fidelity Freedom 2020 Fund Target-date Other
Fidelity Freedom 2025 Fund Target-date Other
Fidelity Freedom 2030 Fund Target-date Other
Fidelity Freedom 2035 Fund Target-date Other
Fidelity Freedom 2040 Fund Target-date Other
Fidelity Freedom 2045 Fund Target-date Other
Fidelity Freedom 2050 Fund Target-date Other
Fidelity Freedom 2055 Fund Target-date Other
Fidelity Freedom 2060 Fund Target-date Other
Fidelity Freedom 2065 Fund Target-date Other
Fidelity Freedom 2070 Fund Target-date Other
Fidelity Freedom Income Fund Target-date Other
Columbia Dividend Income US Large Cap Active
Baird Core Plus Institutional US Bonds Active
Victory Sycamore Established Value US Mid Cap Active
Fidelity Extended Market Index US Small Cap Index
Fidelity US Bond Index US Bonds Index
Fidelity 500 Index US Large Cap Index
Fidelity Global ex US Index International Equity Index
PIMCO Total Return Inst US Bonds Active
Janus Henderson Triton US Small Cap Active
DWS RREEF Real Assets Fund Real Estate Active
AB LG CAP GRTH Z US Large Cap Active
Fidelity Retirement Government II Money Market Active
Invesco Stable Value Fund Stable Value Other

Why our allocations use only index funds

The actively managed funds in this plan cost more per year than the plan's index funds, which run roughly 0.02% to 0.06%. Decades of research on long-term active fund performance do not support reliable outperformance net of fees, which is why the allocation ideas below may consider using only the low-cost index options.

Employer match

Match summary
No traditional employer matching contribution; the plan provides a discretionary firm contribution based on eligible compensation in lieu of a match.
Match cap --
Effective match rate --
Vesting Employer discretionary contributions vest on a graded schedule for employees hired or employed on or after July 1, 2020: 33% after 1 year, 67% after 2 years, and 100% after 3 years; employee deferrals and rollovers are immediately 100% vest
Waiting period Employees age 18 or older are eligible to make elective deferrals; eligibility for the discretionary employer contributi

Sources

  • Plan metadata (employer, participants, assets, plan year): Form 5500 annual return/report, plan year 2024 -- view filing
  • Summary Plan Description (SPD) and fee disclosure (404a-5), where available from the plan administrator.

This page is for educational purposes only and does not constitute investment, tax, or legal advice, nor a recommendation to buy or sell any security. Information is drawn from public Form 5500 filings and plan documents and may be incomplete or out of date. You may consider consulting a qualified professional and confirming all details with your plan administrator before making decisions. Waterfall Planning is not affiliated with AlixPartners.

Find your risk profile

Answer 13 questions to see which allocation fits your situation.

Question 1 of 13

Risk assessment methodology based on Grable, J. E., & Lytton, R. H. (1999). Financial risk tolerance revisited: The development of a risk assessment instrument. Financial Services Review, 8, 163-181.

Allocation ideas

Five sample mixes built from this plan's funds, from conservative to growth. Take the assessment above to see which one fits your risk profile.

Recommended for you (based on your risk profile)
Conservative
Conservative

Capital preservation with minimal market exposure, built from bonds and stable value.

US equity   International   Bonds   Stable value
Fidelity US Bond Index 70%
Fidelity Retirement Government II 30%
0% stocks / 100% bonds
Recommended for you (based on your risk profile)
Income & A Little Growth
Income & A Little Growth

Mostly bonds with a small stock sleeve for modest growth.

US equity   International   Bonds   Stable value
Fidelity US Bond Index 49%
Fidelity Retirement Government II 21%
Fidelity 500 Index 19%
Fidelity Global ex US Index 8%
Fidelity Extended Market Index 3%
30% stocks / 70% bonds
Recommended for you (based on your risk profile)
Balanced
Balanced

A classic 60/40 split of stocks and bonds.

US equity   International   Bonds   Stable value
Fidelity 500 Index 39%
Fidelity US Bond Index 28%
Fidelity Global ex US Index 15%
Fidelity Retirement Government II 12%
Fidelity Extended Market Index 6%
60% stocks / 40% bonds
Recommended for you (based on your risk profile)
Growth & Income
Growth & Income

Stock-heavy with a bond cushion for a long horizon.

US equity   International   Bonds   Stable value
Fidelity 500 Index 52%
Fidelity Global ex US Index 20%
Fidelity US Bond Index 14%
Fidelity Extended Market Index 8%
Fidelity Retirement Government II 6%
80% stocks / 20% bonds
Recommended for you (based on your risk profile)
Growth
Growth

All stocks for maximum long-term growth potential, with higher short-term volatility.

US equity   International   Bonds   Stable value
Fidelity 500 Index 65%
Fidelity Global ex US Index 25%
Fidelity Extended Market Index 10%
100% stocks / 0% bonds
Stay on track

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These allocation ideas are educational illustrations built from this plan's available funds and a standard risk-tolerance assessment. They are not personalized investment advice or a recommendation, and risk tolerance is only one factor in an investment decision. You may consider consulting a qualified professional before making changes to your account.