Fund Evaluation Group, LLC

Florida
Registered In
04/01/2010
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Fund Evaluation Group, LLC at 201 E Fifth ST STE 1600, Cincinnati, Oh 45202 lists Wood Rebecca S of Cincinnati, OH and Benjamin Bruce A of Indianapolis, IN.

Overview

Registered In
Florida
Incorporation Date
Company Type
Foreign Limited Liability Co.
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
EIN
01-0694771
Email
******@katzteller.com
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People

C T Corporation System Registered Agent
1200 S PINE ISLAND RD, PLANTATION, FL 33324
Wood Rebecca S Manager
201 E FIFTH ST STE 1600, CINCINNATI, OH 45202
Benjamin Bruce A Manager
ONE INDIANA SQ STE 1525, INDIANAPOLIS, IN 46204
Stonecipher Michael C Manager
201 E FIFTH ST STE 1600, CINCINNATI, OH 45202
Brown Amy Auth
255 E FIFTH ST STE 2400, CINCINNATI, OH 45202
Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history

Map & Locations

201 E FIFTH ST STE 1600, CINCINNATI, OH 45202 View Map

Financials

Financial Information for Fund Evaluation Group, LLC

Form 5500

FUND EVALUATION GROUP, LLC

201 E Fifth St, Cincinnati, Oh 45202 (513) 719-5129 EIN:01-0694771 Plan Admin:Reba Perry
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameFUND EVALUATION GROUP WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY124 / 0 Assets BOY/EOY$0 / $0 2023 FUND EVALUATION GROUP WELFARE BENEFIT PLAN - Plan #501 124 / 0 $0 / $0
2022 Plan NameFUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY160 / 175 Assets BOY/EOY$52,028,732 / $44,856,447 2022 FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 160 / 175 $52,028,732 / $44,856,447
2022 Plan NameFUND EVALUATION GROUP WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY117 / 0 Assets BOY/EOY$0 / $0 2022 FUND EVALUATION GROUP WELFARE BENEFIT PLAN - Plan #501 117 / 0 $0 / $0
2021 Plan NameFUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY162 / 160 Assets BOY/EOY$43,579,848 / $52,028,732 2021 FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 162 / 160 $43,579,848 / $52,028,732
2021 Plan NameFUND EVALUATION GROUP WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY125 / 0 Assets BOY/EOY$0 / $0 2021 FUND EVALUATION GROUP WELFARE BENEFIT PLAN - Plan #501 125 / 0 $0 / $0
2020 Plan NameFUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY159 / 162 Assets BOY/EOY$36,404,543 / $43,579,848 2020 FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 159 / 162 $36,404,543 / $43,579,848
2020 Plan NameFUND EVALUATION GROUP WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY119 / 0 Assets BOY/EOY$0 / $0 2020 FUND EVALUATION GROUP WELFARE BENEFIT PLAN - Plan #501 119 / 0 $0 / $0
2019 Plan NameFUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY162 / 159 Assets BOY/EOY$30,398,851 / $36,404,543 2019 FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 162 / 159 $30,398,851 / $36,404,543
2019 Plan NameFUND EVALUATION GROUP WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY121 / 0 Assets BOY/EOY$0 / $0 2019 FUND EVALUATION GROUP WELFARE BENEFIT PLAN - Plan #501 121 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.

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Address Match:201 E Fifth St Ste 1600 Cincinnati, OH
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Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor
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