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

[ EIN: 01-0694771 | Plan No. 001 ]

Form 5500 filing classifies FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN as a 401(k) plan, sponsored by FUND EVALUATION GROUP, LLC. The plan is a Large Plan with 181 participants and total assets of $52,761,628 reported for the 2023 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.


Plan Sponsor: FUND EVALUATION GROUP, LLC

Location: 201 EAST FIFTH STREET, CINCINNATI, OH 45202

EIN: 010694771

Plan Number: 001

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 181

Total Assets: $52,761,628


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