Current Snapshot
Latest Year
2020
2020 Participants
2,158
2020 Assets
$63,463,684
2020 Contributions
$11,442,569
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 2,158 | $0 | $0 | - |
| Situs Group LLC Wrap Plan | - | 2,158 | - | - | - |
| 2019 | 2 | 922 | $63,463,684 | $11,442,569 | $12,411iApproximate average salary by contribution assumption: employee only about $310,265 at 4% or $206,843 at 6%; with 50% employer match about $206,843 at 4% or $137,896 at 6%; with 100% employer match about $155,132 at 4% or $103,422 at 6%. |
| Situs Group LLC 401K Plan | - | 922 | $63,463,684 | $11,442,569 | $12,411iApproximate average salary by contribution assumption: employee only about $310,265 at 4% or $206,843 at 6%; with 50% employer match about $206,843 at 4% or $137,896 at 6%; with 100% employer match about $155,132 at 4% or $103,422 at 6%. |
| Situs Group LLC Wrap Plan | - | 775 | - | - | - |
| 2018 | 2 | 813 | $50,626,372 | $9,922,865 | $12,205iApproximate average salary by contribution assumption: employee only about $305,131 at 4% or $203,421 at 6%; with 50% employer match about $203,421 at 4% or $135,614 at 6%; with 100% employer match about $152,566 at 4% or $101,710 at 6%. |
| Situs Group LLC 401K Plan | - | 813 | $50,626,372 | $9,922,865 | $12,205iApproximate average salary by contribution assumption: employee only about $305,131 at 4% or $203,421 at 6%; with 50% employer match about $203,421 at 4% or $135,614 at 6%; with 100% employer match about $152,566 at 4% or $101,710 at 6%. |
| Situs Group LLC Wrap Plan | - | 670 | - | - | - |
| 2017 | 2 | 676 | $38,545,809 | $8,545,267 | $12,641iApproximate average salary by contribution assumption: employee only about $316,023 at 4% or $210,682 at 6%; with 50% employer match about $210,682 at 4% or $140,455 at 6%; with 100% employer match about $158,012 at 4% or $105,341 at 6%. |
| Situs Group LLC 401K Plan | - | 676 | $38,545,809 | $8,545,267 | $12,641iApproximate average salary by contribution assumption: employee only about $316,023 at 4% or $210,682 at 6%; with 50% employer match about $210,682 at 4% or $140,455 at 6%; with 100% employer match about $158,012 at 4% or $105,341 at 6%. |
| Situs Group LLC Wrap Plan | - | 564 | - | - | - |
| 2016 | 2 | 619 | $27,458,013 | $7,236,299 | $11,690iApproximate average salary by contribution assumption: employee only about $292,258 at 4% or $194,838 at 6%; with 50% employer match about $194,838 at 4% or $129,892 at 6%; with 100% employer match about $146,129 at 4% or $97,419 at 6%. |
| Situs Group LLC 401K Plan | - | 619 | $27,458,013 | $7,236,299 | $11,690iApproximate average salary by contribution assumption: employee only about $292,258 at 4% or $194,838 at 6%; with 50% employer match about $194,838 at 4% or $129,892 at 6%; with 100% employer match about $146,129 at 4% or $97,419 at 6%. |
| Situs Group LLC Wrap Plan | - | 592 | - | - | - |
| 2015 | 1 | 582 | $22,606,619 | $6,218,923 | $10,685iApproximate average salary by contribution assumption: employee only about $267,136 at 4% or $178,091 at 6%; with 50% employer match about $178,091 at 4% or $118,727 at 6%; with 100% employer match about $133,568 at 4% or $89,045 at 6%. |
| Situs Group LLC 401K Plan | - | 582 | $22,606,619 | $6,218,923 | $10,685iApproximate average salary by contribution assumption: employee only about $267,136 at 4% or $178,091 at 6%; with 50% employer match about $178,091 at 4% or $118,727 at 6%; with 100% employer match about $133,568 at 4% or $89,045 at 6%. |