Civic Intelligence

Fund Evaluation Group LLC

Plan context: Fund Evaluation Group LLC 401(K) Profit Sharing Plan

EIN 01-0694771 • Cincinnati, OH • 35 filings • 5 plans

201 East Fifth StreetCincinnati, OH 45202
Current Snapshot

Latest Year

2025

2025 Participants

137

2025 Assets

$57,069,501

2025 Contributions

$2,440,581

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$57,069,501$28,534,751$0200220132024YearValue
$57,069,501Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2641320200220142025YearValue
137Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20251137$0$0-
Fund Evaluation Group Welfare Benefit Plan-137---
20242138$57,069,501$2,440,581$17,685iApproximate average salary by contribution assumption: employee only about $442,134 at 4% or $294,756 at 6%; with 50% employer match about $294,756 at 4% or $196,504 at 6%; with 100% employer match about $221,067 at 4% or $147,378 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-138$57,069,501$2,440,581$17,685iApproximate average salary by contribution assumption: employee only about $442,134 at 4% or $294,756 at 6%; with 50% employer match about $294,756 at 4% or $196,504 at 6%; with 100% employer match about $221,067 at 4% or $147,378 at 6%.
Fund Evaluation Group Welfare Benefit Plan-133---
20232135$52,761,628$2,835,637$21,005iApproximate average salary by contribution assumption: employee only about $525,118 at 4% or $350,079 at 6%; with 50% employer match about $350,079 at 4% or $233,386 at 6%; with 100% employer match about $262,559 at 4% or $175,039 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-135$52,761,628$2,835,637$21,005iApproximate average salary by contribution assumption: employee only about $525,118 at 4% or $350,079 at 6%; with 50% employer match about $350,079 at 4% or $233,386 at 6%; with 100% employer match about $262,559 at 4% or $175,039 at 6%.
Fund Evaluation Group Welfare Benefit Plan-131---
20222133$44,856,447$2,311,365$17,379iApproximate average salary by contribution assumption: employee only about $434,467 at 4% or $289,645 at 6%; with 50% employer match about $289,645 at 4% or $193,096 at 6%; with 100% employer match about $217,234 at 4% or $144,822 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-133$44,856,447$2,311,365$17,379iApproximate average salary by contribution assumption: employee only about $434,467 at 4% or $289,645 at 6%; with 50% employer match about $289,645 at 4% or $193,096 at 6%; with 100% employer match about $217,234 at 4% or $144,822 at 6%.
Fund Evaluation Group Welfare Benefit Plan-124---
20212125$52,028,732$2,075,614$16,605iApproximate average salary by contribution assumption: employee only about $415,123 at 4% or $276,749 at 6%; with 50% employer match about $276,749 at 4% or $184,499 at 6%; with 100% employer match about $207,561 at 4% or $138,374 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-125$52,028,732$2,075,614$16,605iApproximate average salary by contribution assumption: employee only about $415,123 at 4% or $276,749 at 6%; with 50% employer match about $276,749 at 4% or $184,499 at 6%; with 100% employer match about $207,561 at 4% or $138,374 at 6%.
Fund Evaluation Group Welfare Benefit Plan-117---
20202133$43,579,848$1,965,748$14,780iApproximate average salary by contribution assumption: employee only about $369,502 at 4% or $246,334 at 6%; with 50% employer match about $246,334 at 4% or $164,223 at 6%; with 100% employer match about $184,751 at 4% or $123,167 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-133$43,579,848$1,965,748$14,780iApproximate average salary by contribution assumption: employee only about $369,502 at 4% or $246,334 at 6%; with 50% employer match about $246,334 at 4% or $164,223 at 6%; with 100% employer match about $184,751 at 4% or $123,167 at 6%.
Fund Evaluation Group Welfare Benefit Plan-125---
20192129$36,404,543$1,883,073$14,597iApproximate average salary by contribution assumption: employee only about $364,937 at 4% or $243,291 at 6%; with 50% employer match about $243,291 at 4% or $162,194 at 6%; with 100% employer match about $182,468 at 4% or $121,646 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-129$36,404,543$1,883,073$14,597iApproximate average salary by contribution assumption: employee only about $364,937 at 4% or $243,291 at 6%; with 50% employer match about $243,291 at 4% or $162,194 at 6%; with 100% employer match about $182,468 at 4% or $121,646 at 6%.
Fund Evaluation Group Welfare Benefit Plan-119---
20182129$30,398,851$2,241,269$17,374iApproximate average salary by contribution assumption: employee only about $434,354 at 4% or $289,570 at 6%; with 50% employer match about $289,570 at 4% or $193,046 at 6%; with 100% employer match about $217,177 at 4% or $144,785 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-129$30,398,851$2,241,269$17,374iApproximate average salary by contribution assumption: employee only about $434,354 at 4% or $289,570 at 6%; with 50% employer match about $289,570 at 4% or $193,046 at 6%; with 100% employer match about $217,177 at 4% or $144,785 at 6%.
Fund Evaluation Group Welfare Benefit Plan-121---
20172134$32,991,770$1,823,300$13,607iApproximate average salary by contribution assumption: employee only about $340,168 at 4% or $226,779 at 6%; with 50% employer match about $226,779 at 4% or $151,186 at 6%; with 100% employer match about $170,084 at 4% or $113,389 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-134$32,991,770$1,823,300$13,607iApproximate average salary by contribution assumption: employee only about $340,168 at 4% or $226,779 at 6%; with 50% employer match about $226,779 at 4% or $151,186 at 6%; with 100% employer match about $170,084 at 4% or $113,389 at 6%.
Fund Evaluation Group Welfare Benefit Plan-122---
20162134$26,321,571$2,166,419$16,167iApproximate average salary by contribution assumption: employee only about $404,183 at 4% or $269,455 at 6%; with 50% employer match about $269,455 at 4% or $179,637 at 6%; with 100% employer match about $202,091 at 4% or $134,728 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-134$26,321,571$2,166,419$16,167iApproximate average salary by contribution assumption: employee only about $404,183 at 4% or $269,455 at 6%; with 50% employer match about $269,455 at 4% or $179,637 at 6%; with 100% employer match about $202,091 at 4% or $134,728 at 6%.
Fund Evaluation Group Welfare Benefit Plan-116---
20152264$24,540,368$2,241,166$8,489iApproximate average salary by contribution assumption: employee only about $212,232 at 4% or $141,488 at 6%; with 50% employer match about $141,488 at 4% or $94,325 at 6%; with 100% employer match about $106,116 at 4% or $70,744 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-122$24,540,368$2,241,166$18,370iApproximate average salary by contribution assumption: employee only about $459,255 at 4% or $306,170 at 6%; with 50% employer match about $306,170 at 4% or $204,113 at 6%; with 100% employer match about $229,628 at 4% or $153,085 at 6%.
Fund Evaluation Group Welfare Benefit Plan-264---
20142248$23,874,596$2,051,881$8,274iApproximate average salary by contribution assumption: employee only about $206,843 at 4% or $137,895 at 6%; with 50% employer match about $137,895 at 4% or $91,930 at 6%; with 100% employer match about $103,421 at 4% or $68,948 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-134$23,874,596$2,051,881$15,313iApproximate average salary by contribution assumption: employee only about $382,814 at 4% or $255,209 at 6%; with 50% employer match about $255,209 at 4% or $170,139 at 6%; with 100% employer match about $191,407 at 4% or $127,605 at 6%.
Fund Evaluation Group Welfare Benefit Plan-248---
20131115$21,636,274$1,899,881$16,521iApproximate average salary by contribution assumption: employee only about $413,018 at 4% or $275,345 at 6%; with 50% employer match about $275,345 at 4% or $183,563 at 6%; with 100% employer match about $206,509 at 4% or $137,673 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-115$21,636,274$1,899,881$16,521iApproximate average salary by contribution assumption: employee only about $413,018 at 4% or $275,345 at 6%; with 50% employer match about $275,345 at 4% or $183,563 at 6%; with 100% employer match about $206,509 at 4% or $137,673 at 6%.
20121106$16,687,868$1,658,580$15,647iApproximate average salary by contribution assumption: employee only about $391,175 at 4% or $260,783 at 6%; with 50% employer match about $260,783 at 4% or $173,855 at 6%; with 100% employer match about $195,587 at 4% or $130,392 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-106$16,687,868$1,658,580$15,647iApproximate average salary by contribution assumption: employee only about $391,175 at 4% or $260,783 at 6%; with 50% employer match about $260,783 at 4% or $173,855 at 6%; with 100% employer match about $195,587 at 4% or $130,392 at 6%.
2011194$13,640,010$1,422,528$15,133iApproximate average salary by contribution assumption: employee only about $378,332 at 4% or $252,221 at 6%; with 50% employer match about $252,221 at 4% or $168,148 at 6%; with 100% employer match about $189,166 at 4% or $126,111 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-94$13,640,010$1,422,528$15,133iApproximate average salary by contribution assumption: employee only about $378,332 at 4% or $252,221 at 6%; with 50% employer match about $252,221 at 4% or $168,148 at 6%; with 100% employer match about $189,166 at 4% or $126,111 at 6%.
2010185$13,061,045$1,283,984$15,106iApproximate average salary by contribution assumption: employee only about $377,642 at 4% or $251,762 at 6%; with 50% employer match about $251,762 at 4% or $167,841 at 6%; with 100% employer match about $188,821 at 4% or $125,881 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-85$13,061,045$1,283,984$15,106iApproximate average salary by contribution assumption: employee only about $377,642 at 4% or $251,762 at 6%; with 50% employer match about $251,762 at 4% or $167,841 at 6%; with 100% employer match about $188,821 at 4% or $125,881 at 6%.
2009182$10,525,601$755,265$9,211iApproximate average salary by contribution assumption: employee only about $230,264 at 4% or $153,509 at 6%; with 50% employer match about $153,509 at 4% or $102,339 at 6%; with 100% employer match about $115,132 at 4% or $76,755 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-82$10,525,601$755,265$9,211iApproximate average salary by contribution assumption: employee only about $230,264 at 4% or $153,509 at 6%; with 50% employer match about $153,509 at 4% or $102,339 at 6%; with 100% employer match about $115,132 at 4% or $76,755 at 6%.
2008169$7,335,723$1,161,760$16,837iApproximate average salary by contribution assumption: employee only about $420,928 at 4% or $280,618 at 6%; with 50% employer match about $280,618 at 4% or $187,079 at 6%; with 100% employer match about $210,464 at 4% or $140,309 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-69$7,335,723$1,161,760$16,837iApproximate average salary by contribution assumption: employee only about $420,928 at 4% or $280,618 at 6%; with 50% employer match about $280,618 at 4% or $187,079 at 6%; with 100% employer match about $210,464 at 4% or $140,309 at 6%.
2007172$10,034,418$1,167,835$16,220iApproximate average salary by contribution assumption: employee only about $405,498 at 4% or $270,332 at 6%; with 50% employer match about $270,332 at 4% or $180,221 at 6%; with 100% employer match about $202,749 at 4% or $135,166 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-72$10,034,418$1,167,835$16,220iApproximate average salary by contribution assumption: employee only about $405,498 at 4% or $270,332 at 6%; with 50% employer match about $270,332 at 4% or $180,221 at 6%; with 100% employer match about $202,749 at 4% or $135,166 at 6%.
2006163$8,328,859$1,022,105$16,224iApproximate average salary by contribution assumption: employee only about $405,597 at 4% or $270,398 at 6%; with 50% employer match about $270,398 at 4% or $180,265 at 6%; with 100% employer match about $202,799 at 4% or $135,199 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-63$8,328,859$1,022,105$16,224iApproximate average salary by contribution assumption: employee only about $405,597 at 4% or $270,398 at 6%; with 50% employer match about $270,398 at 4% or $180,265 at 6%; with 100% employer match about $202,799 at 4% or $135,199 at 6%.
2005165$6,643,128$875,175$13,464iApproximate average salary by contribution assumption: employee only about $336,606 at 4% or $224,404 at 6%; with 50% employer match about $224,404 at 4% or $149,603 at 6%; with 100% employer match about $168,303 at 4% or $112,202 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-65$6,643,128$875,175$13,464iApproximate average salary by contribution assumption: employee only about $336,606 at 4% or $224,404 at 6%; with 50% employer match about $224,404 at 4% or $149,603 at 6%; with 100% employer match about $168,303 at 4% or $112,202 at 6%.
2004163$5,263,373$924,443$14,674iApproximate average salary by contribution assumption: employee only about $366,842 at 4% or $244,562 at 6%; with 50% employer match about $244,562 at 4% or $163,041 at 6%; with 100% employer match about $183,421 at 4% or $122,281 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-63$5,263,373$924,443$14,674iApproximate average salary by contribution assumption: employee only about $366,842 at 4% or $244,562 at 6%; with 50% employer match about $244,562 at 4% or $163,041 at 6%; with 100% employer match about $183,421 at 4% or $122,281 at 6%.
2003164$4,744,719$727,863$11,373iApproximate average salary by contribution assumption: employee only about $284,321 at 4% or $189,548 at 6%; with 50% employer match about $189,548 at 4% or $126,365 at 6%; with 100% employer match about $142,161 at 4% or $94,774 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-64$4,744,719$727,863$11,373iApproximate average salary by contribution assumption: employee only about $284,321 at 4% or $189,548 at 6%; with 50% employer match about $189,548 at 4% or $126,365 at 6%; with 100% employer match about $142,161 at 4% or $94,774 at 6%.
2002173$2,998,080$768,338$10,525iApproximate average salary by contribution assumption: employee only about $263,129 at 4% or $175,420 at 6%; with 50% employer match about $175,420 at 4% or $116,946 at 6%; with 100% employer match about $131,565 at 4% or $87,710 at 6%.
Fund Evaluation Group LLC 401(K) Profit Sharing Plan-73$2,998,080$768,338$10,525iApproximate average salary by contribution assumption: employee only about $263,129 at 4% or $175,420 at 6%; with 50% employer match about $175,420 at 4% or $116,946 at 6%; with 100% employer match about $131,565 at 4% or $87,710 at 6%.