Current Snapshot
Latest Year
2024
2024 Participants
336
2024 Assets
$51,892,129
2024 Contributions
$8,220,040
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 336 | $51,892,129 | $8,220,040 | $24,464iApproximate average salary by contribution assumption: employee only about $611,610 at 4% or $407,740 at 6%; with 50% employer match about $407,740 at 4% or $271,827 at 6%; with 100% employer match about $305,805 at 4% or $203,870 at 6%. |
| Allvue 401(K) Plan | - | 336 | $51,892,129 | $8,220,040 | $24,464iApproximate average salary by contribution assumption: employee only about $611,610 at 4% or $407,740 at 6%; with 50% employer match about $407,740 at 4% or $271,827 at 6%; with 100% employer match about $305,805 at 4% or $203,870 at 6%. |
| Allvue Systems LLC Health and Welfare Plan | - | 320 | - | - | - |
| 2023 | 2 | 343 | $40,289,575 | $6,453,620 | $18,815iApproximate average salary by contribution assumption: employee only about $470,380 at 4% or $313,587 at 6%; with 50% employer match about $313,587 at 4% or $209,058 at 6%; with 100% employer match about $235,190 at 4% or $156,793 at 6%. |
| Allvue 401(K) Plan | - | 343 | $40,289,575 | $6,453,620 | $18,815iApproximate average salary by contribution assumption: employee only about $470,380 at 4% or $313,587 at 6%; with 50% employer match about $313,587 at 4% or $209,058 at 6%; with 100% employer match about $235,190 at 4% or $156,793 at 6%. |
| Allvue Systems LLC Health and Welfare Plan | - | 343 | - | - | - |
| 2022 | 2 | 382 | $32,071,607 | $9,266,125 | $24,257iApproximate average salary by contribution assumption: employee only about $606,422 at 4% or $404,281 at 6%; with 50% employer match about $404,281 at 4% or $269,521 at 6%; with 100% employer match about $303,211 at 4% or $202,141 at 6%. |
| Allvue 401(K) Plan | - | 376 | $32,071,607 | $9,266,125 | $24,644iApproximate average salary by contribution assumption: employee only about $616,099 at 4% or $410,732 at 6%; with 50% employer match about $410,732 at 4% or $273,822 at 6%; with 100% employer match about $308,049 at 4% or $205,366 at 6%. |
| Allvue Systems LLC Health and Welfare Plan | - | 382 | - | - | - |
| 2021 | 2 | 431 | $33,004,652 | $8,642,287 | $20,052iApproximate average salary by contribution assumption: employee only about $501,293 at 4% or $334,195 at 6%; with 50% employer match about $334,195 at 4% or $222,797 at 6%; with 100% employer match about $250,646 at 4% or $167,098 at 6%. |
| Allvue 401(K) Plan | - | 414 | $33,004,652 | $8,642,287 | $20,875iApproximate average salary by contribution assumption: employee only about $521,877 at 4% or $347,918 at 6%; with 50% employer match about $347,918 at 4% or $231,945 at 6%; with 100% employer match about $260,939 at 4% or $173,959 at 6%. |
| Allvue Systems LLC Health and Welfare Plan | - | 431 | - | - | - |
| 2020 | 2 | 403 | $22,677,637 | $7,237,193 | $17,958iApproximate average salary by contribution assumption: employee only about $448,957 at 4% or $299,305 at 6%; with 50% employer match about $299,305 at 4% or $199,537 at 6%; with 100% employer match about $224,479 at 4% or $149,652 at 6%. |
| Allvue 401(K) Plan | - | 403 | $22,677,637 | $7,237,193 | $17,958iApproximate average salary by contribution assumption: employee only about $448,957 at 4% or $299,305 at 6%; with 50% employer match about $299,305 at 4% or $199,537 at 6%; with 100% employer match about $224,479 at 4% or $149,652 at 6%. |
| Allvue Systems LLC Health and Welfare Plan | - | 383 | - | - | - |