Aperio Group, LLC

Colorado
Registered In
05/01/2020
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Aperio Group, LLC in Sausalito, CA was registered on 05/01/2020. It is listed at Three HARBOR DR STE 204, SAUSALITO, CA 94965.

Registered In
Colorado
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Limited Liability Company
Status
Good Standing
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Corporation Service Company Registered Agent
1900 W LITTLETON BLVD, LITTLETON, CO 80120 (View Past Addresses)
Three HARBOR DR STE 204, SAUSALITO, CA 94965 View Map

Financial Information for Aperio Group, LLC

Form 5500

APERIO GROUP LLC

3 Harbor Drive Suite 204, Sausalito, Ca 94965 (415) 339-4300 EIN:68-0436509 Plan Admin:Nancy Malik
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameAPERIO GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY128 / 0 Assets BOY/EOY$23,230,277 / $0 2022 APERIO GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 128 / 0 $23,230,277 / $0
2021 Plan NameAPERIO GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY130 / 128 Assets BOY/EOY$20,259,080 / $23,230,277 2021 APERIO GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 130 / 128 $20,259,080 / $23,230,277
2020 Plan NameAPERIO GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY114 / 130 Assets BOY/EOY$14,917,918 / $20,259,080 2020 APERIO GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 114 / 130 $14,917,918 / $20,259,080
2019 Plan NameAPERIO GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY96 / 113 Assets BOY/EOY$10,630,954 / $14,917,918 2019 APERIO GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 96 / 113 $10,630,954 / $14,917,918
2019 Plan NameAPERIO GROUP LLC HEALTH & WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY100 / 0 Assets BOY/EOY$0 / $0 2019 APERIO GROUP LLC HEALTH & WELFARE BENEFIT PLAN - Plan #501 100 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
Address Match:Three Harbor Dr Ste 204 Sausalito, CA
Aperio Group, LLC Registered in California
Sausalito, CA View Report
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The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor
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