DOL Form 5500 · 2024 Plan Year

FUND EVALUATION GROUP, LLC

FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN

Defined ContributionOH
$57.1M
Plan Assets
181
Participants
2024
Plan Year
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Plan Details

Plan Name
FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN
Sponsor
FUND EVALUATION GROUP, LLC
Sponsor EIN
010694771
Plan Number
001
Location
CINCINNATI, OH
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$57.1M
Participants
181
Filing Received
October 6, 2025
Plan Year
2024

About this Plan

FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN is a defined contribution retirement plan sponsored by FUND EVALUATION GROUP, LLC, headquartered in CINCINNATI, OH, holding approximately $57.1M in plan assets on behalf of 181 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).