Civic Intelligence

Aperio Group LLC

Plan context: Aperio Group LLC

EIN 68-0436509 • Sausalito, CA • 17 filings • 6 plans

3 Harbor DriveSuite 204Sausalito, CA 94965
Current Snapshot

Latest Year

2021

2021 Participants

122

2021 Assets

$20,259,080

2021 Contributions

$3,441,670

Historical Graphs

Total Assets Over Time

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

$20,259,080$10,129,540$0200620132020YearValue
$20,259,080Latest year 2020

Participants Over Time

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

122610200620132020YearValue
122Latest year 2020

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
202110$0$0-
Aperio Group LLC-0---
20201122$20,259,080$3,441,670$28,210iApproximate average salary by contribution assumption: employee only about $705,260 at 4% or $470,173 at 6%; with 50% employer match about $470,173 at 4% or $313,449 at 6%; with 100% employer match about $352,630 at 4% or $235,087 at 6%.
Aperio Group LLC-122$20,259,080$3,441,670$28,210iApproximate average salary by contribution assumption: employee only about $705,260 at 4% or $470,173 at 6%; with 50% employer match about $470,173 at 4% or $313,449 at 6%; with 100% employer match about $352,630 at 4% or $235,087 at 6%.
20192109$14,917,918$1,915,307$17,572iApproximate average salary by contribution assumption: employee only about $439,291 at 4% or $292,860 at 6%; with 50% employer match about $292,860 at 4% or $195,240 at 6%; with 100% employer match about $219,645 at 4% or $146,430 at 6%.
Aperio Group LLC-106$14,917,918$1,915,307$18,069iApproximate average salary by contribution assumption: employee only about $451,723 at 4% or $301,149 at 6%; with 50% employer match about $301,149 at 4% or $200,766 at 6%; with 100% employer match about $225,862 at 4% or $150,574 at 6%.
APERIO GROUP LLC HEALTH & WELFARE BENEFIT PLAN-109---
2018194$10,630,954$2,418,821$25,732iApproximate average salary by contribution assumption: employee only about $643,303 at 4% or $428,869 at 6%; with 50% employer match about $428,869 at 4% or $285,913 at 6%; with 100% employer match about $321,652 at 4% or $214,434 at 6%.
Aperio Group LLC-94$10,630,954$2,418,821$25,732iApproximate average salary by contribution assumption: employee only about $643,303 at 4% or $428,869 at 6%; with 50% employer match about $428,869 at 4% or $285,913 at 6%; with 100% employer match about $321,652 at 4% or $214,434 at 6%.
2017180$9,162,714$1,477,705$18,471iApproximate average salary by contribution assumption: employee only about $461,783 at 4% or $307,855 at 6%; with 50% employer match about $307,855 at 4% or $205,237 at 6%; with 100% employer match about $230,891 at 4% or $153,928 at 6%.
Aperio Group LLC-80$9,162,714$1,477,705$18,471iApproximate average salary by contribution assumption: employee only about $461,783 at 4% or $307,855 at 6%; with 50% employer match about $307,855 at 4% or $205,237 at 6%; with 100% employer match about $230,891 at 4% or $153,928 at 6%.
2016155$6,579,517$819,496$14,900iApproximate average salary by contribution assumption: employee only about $372,498 at 4% or $248,332 at 6%; with 50% employer match about $248,332 at 4% or $165,555 at 6%; with 100% employer match about $186,249 at 4% or $124,166 at 6%.
Aperio Group LLC-55$6,579,517$819,496$14,900iApproximate average salary by contribution assumption: employee only about $372,498 at 4% or $248,332 at 6%; with 50% employer match about $248,332 at 4% or $165,555 at 6%; with 100% employer match about $186,249 at 4% or $124,166 at 6%.
2015149$5,583,924$999,460$20,397iApproximate average salary by contribution assumption: employee only about $509,929 at 4% or $339,952 at 6%; with 50% employer match about $339,952 at 4% or $226,635 at 6%; with 100% employer match about $254,964 at 4% or $169,976 at 6%.
Aperio Group LLC-49$5,583,924$999,460$20,397iApproximate average salary by contribution assumption: employee only about $509,929 at 4% or $339,952 at 6%; with 50% employer match about $339,952 at 4% or $226,635 at 6%; with 100% employer match about $254,964 at 4% or $169,976 at 6%.
2014136$4,631,562$719,478$19,986iApproximate average salary by contribution assumption: employee only about $499,638 at 4% or $333,092 at 6%; with 50% employer match about $333,092 at 4% or $222,061 at 6%; with 100% employer match about $249,819 at 4% or $166,546 at 6%.
Aperio Group LLC-36$4,631,562$719,478$19,986iApproximate average salary by contribution assumption: employee only about $499,638 at 4% or $333,092 at 6%; with 50% employer match about $333,092 at 4% or $222,061 at 6%; with 100% employer match about $249,819 at 4% or $166,546 at 6%.
2013124$3,697,151$506,483$21,103iApproximate average salary by contribution assumption: employee only about $527,586 at 4% or $351,724 at 6%; with 50% employer match about $351,724 at 4% or $234,483 at 6%; with 100% employer match about $263,793 at 4% or $175,862 at 6%.
Aperio Group LLC-24$3,697,151$506,483$21,103iApproximate average salary by contribution assumption: employee only about $527,586 at 4% or $351,724 at 6%; with 50% employer match about $351,724 at 4% or $234,483 at 6%; with 100% employer match about $263,793 at 4% or $175,862 at 6%.
2012119$2,804,405$476,660$25,087iApproximate average salary by contribution assumption: employee only about $627,184 at 4% or $418,123 at 6%; with 50% employer match about $418,123 at 4% or $278,749 at 6%; with 100% employer match about $313,592 at 4% or $209,061 at 6%.
Aperio Group LLC-19$2,804,405$476,660$25,087iApproximate average salary by contribution assumption: employee only about $627,184 at 4% or $418,123 at 6%; with 50% employer match about $418,123 at 4% or $278,749 at 6%; with 100% employer match about $313,592 at 4% or $209,061 at 6%.
2011115$2,101,155$331,544$22,103iApproximate average salary by contribution assumption: employee only about $552,573 at 4% or $368,382 at 6%; with 50% employer match about $368,382 at 4% or $245,588 at 6%; with 100% employer match about $276,287 at 4% or $184,191 at 6%.
Aperio Group LLC-15$2,101,155$331,544$22,103iApproximate average salary by contribution assumption: employee only about $552,573 at 4% or $368,382 at 6%; with 50% employer match about $368,382 at 4% or $245,588 at 6%; with 100% employer match about $276,287 at 4% or $184,191 at 6%.
2010114$1,772,497$305,251$21,804iApproximate average salary by contribution assumption: employee only about $545,091 at 4% or $363,394 at 6%; with 50% employer match about $363,394 at 4% or $242,263 at 6%; with 100% employer match about $272,546 at 4% or $181,697 at 6%.
Aperio Group LLC-14$1,772,497$305,251$21,804iApproximate average salary by contribution assumption: employee only about $545,091 at 4% or $363,394 at 6%; with 50% employer match about $363,394 at 4% or $242,263 at 6%; with 100% employer match about $272,546 at 4% or $181,697 at 6%.
2009114$1,328,125$269,127$19,223iApproximate average salary by contribution assumption: employee only about $480,584 at 4% or $320,389 at 6%; with 50% employer match about $320,389 at 4% or $213,593 at 6%; with 100% employer match about $240,292 at 4% or $160,195 at 6%.
Aperio Group LLC-14$1,328,125$269,127$19,223iApproximate average salary by contribution assumption: employee only about $480,584 at 4% or $320,389 at 6%; with 50% employer match about $320,389 at 4% or $213,593 at 6%; with 100% employer match about $240,292 at 4% or $160,195 at 6%.
2008115$895,367$295,984$19,732iApproximate average salary by contribution assumption: employee only about $493,307 at 4% or $328,871 at 6%; with 50% employer match about $328,871 at 4% or $219,247 at 6%; with 100% employer match about $246,653 at 4% or $164,436 at 6%.
Aperio Group LLC-15$895,367$295,984$19,732iApproximate average salary by contribution assumption: employee only about $493,307 at 4% or $328,871 at 6%; with 50% employer match about $328,871 at 4% or $219,247 at 6%; with 100% employer match about $246,653 at 4% or $164,436 at 6%.
200717$753,178$0-
Aperio Group LLC-7$753,178--
200617$485,836$176,515$25,216iApproximate average salary by contribution assumption: employee only about $630,411 at 4% or $420,274 at 6%; with 50% employer match about $420,274 at 4% or $280,183 at 6%; with 100% employer match about $315,205 at 4% or $210,137 at 6%.
Aperio Group LLC-7$485,836$176,515$25,216iApproximate average salary by contribution assumption: employee only about $630,411 at 4% or $420,274 at 6%; with 50% employer match about $420,274 at 4% or $280,183 at 6%; with 100% employer match about $315,205 at 4% or $210,137 at 6%.