Civic Intelligence

Crescent Grove Advisors LLC

Plan context: Crescent Grove Advisors LLC 401(K) and Profit Sharing Plan

EIN 47-3818482 • Lake Forest, IL • 18 filings • 2 plans

100 South Saunders RoadSuite 210Lake Forest, IL 60045
Current Snapshot

Latest Year

2024

2024 Participants

41

2024 Assets

$16,625,872

2024 Contributions

$1,987,726

Historical Graphs

Total Assets Over Time

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

$16,625,872$8,312,936$0201620202024YearValue
$16,625,872Latest year 2024

Participants Over Time

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

41210201620202024YearValue
41Latest 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
2024241$16,625,872$1,987,726$48,481iApproximate average salary by contribution assumption: employee only about $1,212,028 at 4% or $808,019 at 6%; with 50% employer match about $808,019 at 4% or $538,679 at 6%; with 100% employer match about $606,014 at 4% or $404,009 at 6%.
Crescent Grove Advisors LLC 401(K) and Profit Sharing Plan-41$8,317,833$1,103,726$26,920iApproximate average salary by contribution assumption: employee only about $673,004 at 4% or $448,669 at 6%; with 50% employer match about $448,669 at 4% or $299,113 at 6%; with 100% employer match about $336,502 at 4% or $224,335 at 6%.
Crescent Grove Advisors LLC Cash Balance Pension Plan-13$8,308,039$884,000$68,000iApproximate average salary by contribution assumption: employee only about $1,700,000 at 4% or $1,133,333 at 6%; with 50% employer match about $1,133,333 at 4% or $755,556 at 6%; with 100% employer match about $850,000 at 4% or $566,667 at 6%.
2023239$13,924,501$1,732,447$44,422iApproximate average salary by contribution assumption: employee only about $1,110,543 at 4% or $740,362 at 6%; with 50% employer match about $740,362 at 4% or $493,575 at 6%; with 100% employer match about $555,271 at 4% or $370,181 at 6%.
Crescent Grove Advisors LLC Cash Balance Pension Plan-13$6,963,607$928,000$71,385iApproximate average salary by contribution assumption: employee only about $1,784,615 at 4% or $1,189,744 at 6%; with 50% employer match about $1,189,744 at 4% or $793,162 at 6%; with 100% employer match about $892,308 at 4% or $594,872 at 6%.
Crescent Grove Advisors LLC 401(K) and Profit Sharing Plan-39$6,960,894$804,447$20,627iApproximate average salary by contribution assumption: employee only about $515,671 at 4% or $343,781 at 6%; with 50% employer match about $343,781 at 4% or $229,187 at 6%; with 100% employer match about $257,836 at 4% or $171,890 at 6%.
2022232$10,650,408$1,725,314$53,916iApproximate average salary by contribution assumption: employee only about $1,347,902 at 4% or $898,601 at 6%; with 50% employer match about $898,601 at 4% or $599,067 at 6%; with 100% employer match about $673,951 at 4% or $449,301 at 6%.
Crescent Grove Advisors LLC 401(K) and Profit Sharing Plan-32$5,514,567$849,314$26,541iApproximate average salary by contribution assumption: employee only about $663,527 at 4% or $442,351 at 6%; with 50% employer match about $442,351 at 4% or $294,901 at 6%; with 100% employer match about $331,763 at 4% or $221,176 at 6%.
Crescent Grove Advisors LLC Cash Balance Pension Plan-13$5,135,841$876,000$67,385iApproximate average salary by contribution assumption: employee only about $1,684,615 at 4% or $1,123,077 at 6%; with 50% employer match about $1,123,077 at 4% or $748,718 at 6%; with 100% employer match about $842,308 at 4% or $561,538 at 6%.
2021234$11,306,765$2,518,271$74,067iApproximate average salary by contribution assumption: employee only about $1,851,670 at 4% or $1,234,447 at 6%; with 50% employer match about $1,234,447 at 4% or $822,964 at 6%; with 100% employer match about $925,835 at 4% or $617,223 at 6%.
Crescent Grove Advisors LLC 401(K) and Profit Sharing Plan-34$6,080,762$1,694,271$49,832iApproximate average salary by contribution assumption: employee only about $1,245,788 at 4% or $830,525 at 6%; with 50% employer match about $830,525 at 4% or $553,683 at 6%; with 100% employer match about $622,894 at 4% or $415,263 at 6%.
Crescent Grove Advisors LLC Cash Balance Pension Plan-11$5,226,003$824,000$74,909iApproximate average salary by contribution assumption: employee only about $1,872,727 at 4% or $1,248,485 at 6%; with 50% employer match about $1,248,485 at 4% or $832,323 at 6%; with 100% employer match about $936,364 at 4% or $624,242 at 6%.
2020229$7,926,973$1,802,592$62,158iApproximate average salary by contribution assumption: employee only about $1,553,959 at 4% or $1,035,972 at 6%; with 50% employer match about $1,035,972 at 4% or $690,648 at 6%; with 100% employer match about $776,979 at 4% or $517,986 at 6%.
Crescent Grove Advisors LLC Cash Balance Pension Plan-10$4,154,827$804,000$80,400iApproximate average salary by contribution assumption: employee only about $2,010,000 at 4% or $1,340,000 at 6%; with 50% employer match about $1,340,000 at 4% or $893,333 at 6%; with 100% employer match about $1,005,000 at 4% or $670,000 at 6%.
Crescent Grove Advisors LLC 401(K) and Profit Sharing Plan-29$3,772,146$998,592$34,434iApproximate average salary by contribution assumption: employee only about $860,855 at 4% or $573,903 at 6%; with 50% employer match about $573,903 at 4% or $382,602 at 6%; with 100% employer match about $430,428 at 4% or $286,952 at 6%.
2019226$5,319,245$1,369,281$52,665iApproximate average salary by contribution assumption: employee only about $1,316,616 at 4% or $877,744 at 6%; with 50% employer match about $877,744 at 4% or $585,163 at 6%; with 100% employer match about $658,308 at 4% or $438,872 at 6%.
Crescent Grove Advisors LLC Cash Balance Pension Plan-10$3,129,806$715,000$71,500iApproximate average salary by contribution assumption: employee only about $1,787,500 at 4% or $1,191,667 at 6%; with 50% employer match about $1,191,667 at 4% or $794,444 at 6%; with 100% employer match about $893,750 at 4% or $595,833 at 6%.
Crescent Grove Advisors LLC 401(K) and Profit Sharing Plan-26$2,189,439$654,281$25,165iApproximate average salary by contribution assumption: employee only about $629,116 at 4% or $419,411 at 6%; with 50% employer match about $419,411 at 4% or $279,607 at 6%; with 100% employer match about $314,558 at 4% or $209,705 at 6%.
2018226$3,382,823$1,325,380$50,976iApproximate average salary by contribution assumption: employee only about $1,274,404 at 4% or $849,603 at 6%; with 50% employer match about $849,603 at 4% or $566,402 at 6%; with 100% employer match about $637,202 at 4% or $424,801 at 6%.
Crescent Grove Advisors LLC Cash Balance Pension Plan-10$2,137,363$715,000$71,500iApproximate average salary by contribution assumption: employee only about $1,787,500 at 4% or $1,191,667 at 6%; with 50% employer match about $1,191,667 at 4% or $794,444 at 6%; with 100% employer match about $893,750 at 4% or $595,833 at 6%.
Crescent Grove Advisors LLC 401(K) and Profit Sharing Plan-26$1,245,460$610,380$23,476iApproximate average salary by contribution assumption: employee only about $586,904 at 4% or $391,269 at 6%; with 50% employer match about $391,269 at 4% or $260,846 at 6%; with 100% employer match about $293,452 at 4% or $195,635 at 6%.
2017221$2,218,779$1,138,932$54,235iApproximate average salary by contribution assumption: employee only about $1,355,871 at 4% or $903,914 at 6%; with 50% employer match about $903,914 at 4% or $602,610 at 6%; with 100% employer match about $677,936 at 4% or $451,957 at 6%.
Crescent Grove Advisors LLC Cash Balance Pension Plan-10$1,502,949$723,668$72,367iApproximate average salary by contribution assumption: employee only about $1,809,170 at 4% or $1,206,113 at 6%; with 50% employer match about $1,206,113 at 4% or $804,076 at 6%; with 100% employer match about $904,585 at 4% or $603,057 at 6%.
Crescent Grove Advisors LLC 401(K) and Profit Sharing Plan-21$715,830$415,264$19,774iApproximate average salary by contribution assumption: employee only about $494,362 at 4% or $329,575 at 6%; with 50% employer match about $329,575 at 4% or $219,716 at 6%; with 100% employer match about $247,181 at 4% or $164,787 at 6%.
2016218$943,412$919,917$51,107iApproximate average salary by contribution assumption: employee only about $1,277,663 at 4% or $851,775 at 6%; with 50% employer match about $851,775 at 4% or $567,850 at 6%; with 100% employer match about $638,831 at 4% or $425,888 at 6%.
Crescent Grove Advisors LLC Cash Balance Pension Plan-10$716,298$702,278$70,228iApproximate average salary by contribution assumption: employee only about $1,755,695 at 4% or $1,170,463 at 6%; with 50% employer match about $1,170,463 at 4% or $780,309 at 6%; with 100% employer match about $877,848 at 4% or $585,232 at 6%.
Crescent Grove Advisors LLC 401(K) and Profit Sharing Plan-18$227,114$217,639$12,091iApproximate average salary by contribution assumption: employee only about $302,276 at 4% or $201,518 at 6%; with 50% employer match about $201,518 at 4% or $134,345 at 6%; with 100% employer match about $151,138 at 4% or $100,759 at 6%.