Civic Intelligence

Gresham Partners LLC

Plan context: Gresham Partners LLC 401(K) Plan

EIN 36-4174321 • Chicago, IL • 28 filings • 4 plans

333 W. Wacker Dr., Suite 700Chicago, IL 60606
Current Snapshot

Latest Year

2024

2024 Participants

92

2024 Assets

$21,038,901

2024 Contributions

$2,788,238

Historical Graphs

Total Assets Over Time

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

$21,038,901$10,519,451$0199920122024YearValue
$21,038,901Latest year 2024

Participants Over Time

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

92460199920122024YearValue
92Latest year 2024

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
2024192$21,038,901$2,788,238$30,307iApproximate average salary by contribution assumption: employee only about $757,673 at 4% or $505,116 at 6%; with 50% employer match about $505,116 at 4% or $336,744 at 6%; with 100% employer match about $378,837 at 4% or $252,558 at 6%.
Gresham Partners LLC 401(K) Plan-92$21,038,901$2,788,238$30,307iApproximate average salary by contribution assumption: employee only about $757,673 at 4% or $505,116 at 6%; with 50% employer match about $505,116 at 4% or $336,744 at 6%; with 100% employer match about $378,837 at 4% or $252,558 at 6%.
2023187$18,853,593$2,732,564$31,409iApproximate average salary by contribution assumption: employee only about $785,220 at 4% or $523,480 at 6%; with 50% employer match about $523,480 at 4% or $348,986 at 6%; with 100% employer match about $392,610 at 4% or $261,740 at 6%.
Gresham Partners LLC 401(K) Plan-87$18,853,593$2,732,564$31,409iApproximate average salary by contribution assumption: employee only about $785,220 at 4% or $523,480 at 6%; with 50% employer match about $523,480 at 4% or $348,986 at 6%; with 100% employer match about $392,610 at 4% or $261,740 at 6%.
2022161$14,656,550$2,379,816$39,013iApproximate average salary by contribution assumption: employee only about $975,334 at 4% or $650,223 at 6%; with 50% employer match about $650,223 at 4% or $433,482 at 6%; with 100% employer match about $487,667 at 4% or $325,111 at 6%.
Gresham Partners LLC 401(K) Plan-61$14,656,550$2,379,816$39,013iApproximate average salary by contribution assumption: employee only about $975,334 at 4% or $650,223 at 6%; with 50% employer match about $650,223 at 4% or $433,482 at 6%; with 100% employer match about $487,667 at 4% or $325,111 at 6%.
2021154$13,829,074$2,087,589$38,659iApproximate average salary by contribution assumption: employee only about $966,476 at 4% or $644,318 at 6%; with 50% employer match about $644,318 at 4% or $429,545 at 6%; with 100% employer match about $483,238 at 4% or $322,159 at 6%.
Gresham Partners LLC 401(K) Plan-54$13,829,074$2,087,589$38,659iApproximate average salary by contribution assumption: employee only about $966,476 at 4% or $644,318 at 6%; with 50% employer match about $644,318 at 4% or $429,545 at 6%; with 100% employer match about $483,238 at 4% or $322,159 at 6%.
2020151$20,642,438$2,294,522$44,991iApproximate average salary by contribution assumption: employee only about $1,124,766 at 4% or $749,844 at 6%; with 50% employer match about $749,844 at 4% or $499,896 at 6%; with 100% employer match about $562,383 at 4% or $374,922 at 6%.
Gresham Partners LLC 401(K) Plan-51$20,642,438$2,294,522$44,991iApproximate average salary by contribution assumption: employee only about $1,124,766 at 4% or $749,844 at 6%; with 50% employer match about $749,844 at 4% or $499,896 at 6%; with 100% employer match about $562,383 at 4% or $374,922 at 6%.
2019146$15,692,093$1,648,092$35,828iApproximate average salary by contribution assumption: employee only about $895,702 at 4% or $597,135 at 6%; with 50% employer match about $597,135 at 4% or $398,090 at 6%; with 100% employer match about $447,851 at 4% or $298,567 at 6%.
Gresham Partners LLC 401(K) Plan-46$15,692,093$1,648,092$35,828iApproximate average salary by contribution assumption: employee only about $895,702 at 4% or $597,135 at 6%; with 50% employer match about $597,135 at 4% or $398,090 at 6%; with 100% employer match about $447,851 at 4% or $298,567 at 6%.
2018146$12,604,144$1,454,687$31,624iApproximate average salary by contribution assumption: employee only about $790,591 at 4% or $527,061 at 6%; with 50% employer match about $527,061 at 4% or $351,374 at 6%; with 100% employer match about $395,295 at 4% or $263,530 at 6%.
Gresham Partners LLC 401(K) Plan-46$12,604,144$1,454,687$31,624iApproximate average salary by contribution assumption: employee only about $790,591 at 4% or $527,061 at 6%; with 50% employer match about $527,061 at 4% or $351,374 at 6%; with 100% employer match about $395,295 at 4% or $263,530 at 6%.
2017140$12,800,669$1,345,878$33,647iApproximate average salary by contribution assumption: employee only about $841,174 at 4% or $560,783 at 6%; with 50% employer match about $560,783 at 4% or $373,855 at 6%; with 100% employer match about $420,587 at 4% or $280,391 at 6%.
Gresham Partners LLC 401(K) Plan-40$12,800,669$1,345,878$33,647iApproximate average salary by contribution assumption: employee only about $841,174 at 4% or $560,783 at 6%; with 50% employer match about $560,783 at 4% or $373,855 at 6%; with 100% employer match about $420,587 at 4% or $280,391 at 6%.
2016138$10,015,772$1,196,666$31,491iApproximate average salary by contribution assumption: employee only about $787,280 at 4% or $524,854 at 6%; with 50% employer match about $524,854 at 4% or $349,902 at 6%; with 100% employer match about $393,640 at 4% or $262,427 at 6%.
Gresham Partners LLC 401(K) Plan-38$10,015,772$1,196,666$31,491iApproximate average salary by contribution assumption: employee only about $787,280 at 4% or $524,854 at 6%; with 50% employer match about $524,854 at 4% or $349,902 at 6%; with 100% employer match about $393,640 at 4% or $262,427 at 6%.
2015136$10,844,255$1,088,352$30,232iApproximate average salary by contribution assumption: employee only about $755,800 at 4% or $503,867 at 6%; with 50% employer match about $503,867 at 4% or $335,911 at 6%; with 100% employer match about $377,900 at 4% or $251,933 at 6%.
Gresham Partners LLC 401(K) Plan-36$10,844,255$1,088,352$30,232iApproximate average salary by contribution assumption: employee only about $755,800 at 4% or $503,867 at 6%; with 50% employer match about $503,867 at 4% or $335,911 at 6%; with 100% employer match about $377,900 at 4% or $251,933 at 6%.
2014131$12,657,620$1,345,042$43,388iApproximate average salary by contribution assumption: employee only about $1,084,711 at 4% or $723,141 at 6%; with 50% employer match about $723,141 at 4% or $482,094 at 6%; with 100% employer match about $542,356 at 4% or $361,570 at 6%.
Gresham Partners LLC 401(K) Plan-31$12,657,620$1,345,042$43,388iApproximate average salary by contribution assumption: employee only about $1,084,711 at 4% or $723,141 at 6%; with 50% employer match about $723,141 at 4% or $482,094 at 6%; with 100% employer match about $542,356 at 4% or $361,570 at 6%.
2013128$11,056,555$3,239,527$115,697iApproximate average salary by contribution assumption: employee only about $2,892,435 at 4% or $1,928,290 at 6%; with 50% employer match about $1,928,290 at 4% or $1,285,527 at 6%; with 100% employer match about $1,446,217 at 4% or $964,145 at 6%.
Gresham Partners LLC 401(K) Plan-28$11,056,555$3,239,527$115,697iApproximate average salary by contribution assumption: employee only about $2,892,435 at 4% or $1,928,290 at 6%; with 50% employer match about $1,928,290 at 4% or $1,285,527 at 6%; with 100% employer match about $1,446,217 at 4% or $964,145 at 6%.
2012126$6,750,504$961,874$36,995iApproximate average salary by contribution assumption: employee only about $924,879 at 4% or $616,586 at 6%; with 50% employer match about $616,586 at 4% or $411,057 at 6%; with 100% employer match about $462,439 at 4% or $308,293 at 6%.
Gresham Partners LLC 401(K) Plan-26$6,750,504$961,874$36,995iApproximate average salary by contribution assumption: employee only about $924,879 at 4% or $616,586 at 6%; with 50% employer match about $616,586 at 4% or $411,057 at 6%; with 100% employer match about $462,439 at 4% or $308,293 at 6%.
2011126$5,289,750$737,565$28,368iApproximate average salary by contribution assumption: employee only about $709,197 at 4% or $472,798 at 6%; with 50% employer match about $472,798 at 4% or $315,199 at 6%; with 100% employer match about $354,599 at 4% or $236,399 at 6%.
Gresham Partners LLC 401(K) Plan-26$5,289,750$737,565$28,368iApproximate average salary by contribution assumption: employee only about $709,197 at 4% or $472,798 at 6%; with 50% employer match about $472,798 at 4% or $315,199 at 6%; with 100% employer match about $354,599 at 4% or $236,399 at 6%.
2010126$4,807,204$681,925$26,228iApproximate average salary by contribution assumption: employee only about $655,697 at 4% or $437,131 at 6%; with 50% employer match about $437,131 at 4% or $291,421 at 6%; with 100% employer match about $327,849 at 4% or $218,566 at 6%.
Gresham Partners LLC 401(K) Plan-26$4,807,204$681,925$26,228iApproximate average salary by contribution assumption: employee only about $655,697 at 4% or $437,131 at 6%; with 50% employer match about $437,131 at 4% or $291,421 at 6%; with 100% employer match about $327,849 at 4% or $218,566 at 6%.
2009125$5,210,647$606,007$24,240iApproximate average salary by contribution assumption: employee only about $606,007 at 4% or $404,005 at 6%; with 50% employer match about $404,005 at 4% or $269,336 at 6%; with 100% employer match about $303,004 at 4% or $202,002 at 6%.
Gresham Partners LLC 401(K) Plan-25$5,210,647$606,007$24,240iApproximate average salary by contribution assumption: employee only about $606,007 at 4% or $404,005 at 6%; with 50% employer match about $404,005 at 4% or $269,336 at 6%; with 100% employer match about $303,004 at 4% or $202,002 at 6%.
2008123$4,267,373$611,254$26,576iApproximate average salary by contribution assumption: employee only about $664,407 at 4% or $442,938 at 6%; with 50% employer match about $442,938 at 4% or $295,292 at 6%; with 100% employer match about $332,203 at 4% or $221,469 at 6%.
Gresham Partners LLC 401(K) Plan-23$4,267,373$611,254$26,576iApproximate average salary by contribution assumption: employee only about $664,407 at 4% or $442,938 at 6%; with 50% employer match about $442,938 at 4% or $295,292 at 6%; with 100% employer match about $332,203 at 4% or $221,469 at 6%.
2007123$5,100,240$934,746$40,641iApproximate average salary by contribution assumption: employee only about $1,016,028 at 4% or $677,352 at 6%; with 50% employer match about $677,352 at 4% or $451,568 at 6%; with 100% employer match about $508,014 at 4% or $338,676 at 6%.
Gresham Partners LLC 401(K) Plan-23$5,100,240$934,746$40,641iApproximate average salary by contribution assumption: employee only about $1,016,028 at 4% or $677,352 at 6%; with 50% employer match about $677,352 at 4% or $451,568 at 6%; with 100% employer match about $508,014 at 4% or $338,676 at 6%.
2006127$3,812,829$632,878$23,440iApproximate average salary by contribution assumption: employee only about $585,998 at 4% or $390,665 at 6%; with 50% employer match about $390,665 at 4% or $260,444 at 6%; with 100% employer match about $292,999 at 4% or $195,333 at 6%.
Gresham Partners LLC 401(K) Plan-27$3,812,829$632,878$23,440iApproximate average salary by contribution assumption: employee only about $585,998 at 4% or $390,665 at 6%; with 50% employer match about $390,665 at 4% or $260,444 at 6%; with 100% employer match about $292,999 at 4% or $195,333 at 6%.
2005122$2,730,744$647,499$29,432iApproximate average salary by contribution assumption: employee only about $735,794 at 4% or $490,530 at 6%; with 50% employer match about $490,530 at 4% or $327,020 at 6%; with 100% employer match about $367,897 at 4% or $245,265 at 6%.
Gresham Partners LLC 401(K) Plan-22$2,730,744$647,499$29,432iApproximate average salary by contribution assumption: employee only about $735,794 at 4% or $490,530 at 6%; with 50% employer match about $490,530 at 4% or $327,020 at 6%; with 100% employer match about $367,897 at 4% or $245,265 at 6%.
2004116$1,969,838$399,376$24,961iApproximate average salary by contribution assumption: employee only about $624,025 at 4% or $416,017 at 6%; with 50% employer match about $416,017 at 4% or $277,344 at 6%; with 100% employer match about $312,013 at 4% or $208,008 at 6%.
Gresham Partners LLC 401(K) Plan-16$1,969,838$399,376$24,961iApproximate average salary by contribution assumption: employee only about $624,025 at 4% or $416,017 at 6%; with 50% employer match about $416,017 at 4% or $277,344 at 6%; with 100% employer match about $312,013 at 4% or $208,008 at 6%.
2003116$1,342,244$316,931$19,808iApproximate average salary by contribution assumption: employee only about $495,205 at 4% or $330,136 at 6%; with 50% employer match about $330,136 at 4% or $220,091 at 6%; with 100% employer match about $247,602 at 4% or $165,068 at 6%.
Gresham Partners LLC 401(K) Plan-16$1,342,244$316,931$19,808iApproximate average salary by contribution assumption: employee only about $495,205 at 4% or $330,136 at 6%; with 50% employer match about $330,136 at 4% or $220,091 at 6%; with 100% employer match about $247,602 at 4% or $165,068 at 6%.
2002113$804,796$278,578$21,429iApproximate average salary by contribution assumption: employee only about $535,727 at 4% or $357,151 at 6%; with 50% employer match about $357,151 at 4% or $238,101 at 6%; with 100% employer match about $267,863 at 4% or $178,576 at 6%.
Gresham Partners LLC 401(K) Plan-13$804,796$278,578$21,429iApproximate average salary by contribution assumption: employee only about $535,727 at 4% or $357,151 at 6%; with 50% employer match about $357,151 at 4% or $238,101 at 6%; with 100% employer match about $267,863 at 4% or $178,576 at 6%.
2001212$591,346$140,371$11,698iApproximate average salary by contribution assumption: employee only about $292,440 at 4% or $194,960 at 6%; with 50% employer match about $194,960 at 4% or $129,973 at 6%; with 100% employer match about $146,220 at 4% or $97,480 at 6%.
Gresham Partners LLC 401(K) Plan-12$591,346$140,371$11,698iApproximate average salary by contribution assumption: employee only about $292,440 at 4% or $194,960 at 6%; with 50% employer match about $194,960 at 4% or $129,973 at 6%; with 100% employer match about $146,220 at 4% or $97,480 at 6%.
GRESHAM FINANCIAL MANAGEMENT LLC PENSION PLAN-0---
200027$368,604$143,830$20,547iApproximate average salary by contribution assumption: employee only about $513,679 at 4% or $342,452 at 6%; with 50% employer match about $342,452 at 4% or $228,302 at 6%; with 100% employer match about $256,839 at 4% or $171,226 at 6%.
Gresham Partners LLC 401(K) Plan-7$294,789$104,095$14,871iApproximate average salary by contribution assumption: employee only about $371,768 at 4% or $247,845 at 6%; with 50% employer match about $247,845 at 4% or $165,230 at 6%; with 100% employer match about $185,884 at 4% or $123,923 at 6%.
GRESHAM FINANCIAL MANAGEMENT LLC PENSION PLAN-7$73,815$39,735$5,676iApproximate average salary by contribution assumption: employee only about $141,911 at 4% or $94,607 at 6%; with 50% employer match about $94,607 at 4% or $63,071 at 6%; with 100% employer match about $70,955 at 4% or $47,304 at 6%.
199917$221,787$91,265$13,038iApproximate average salary by contribution assumption: employee only about $325,946 at 4% or $217,298 at 6%; with 50% employer match about $217,298 at 4% or $144,865 at 6%; with 100% employer match about $162,973 at 4% or $108,649 at 6%.
Gresham Partners LLC 401(K) Plan-7$221,787$91,265$13,038iApproximate average salary by contribution assumption: employee only about $325,946 at 4% or $217,298 at 6%; with 50% employer match about $217,298 at 4% or $144,865 at 6%; with 100% employer match about $162,973 at 4% or $108,649 at 6%.