# Fund Evaluation Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/fund-evaluation-group-llc-401k-plan

> Fund Evaluation Group, LLC's 401(k) plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fund Evaluation Group, LLC

- **Sponsor EIN:** 010694771

- **Sponsor Address:** 201 EAST FIFTH STREET, CINCINNATI, OH, 45202

- **Plan Type:** 401(k)

- **Total Participants:** 138

- **Total Assets:** $57.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|138|$57.1M|$705,740|$1.7M|

| 2023|135|$52.8M|$673,670|$1.8M|

| 2022|133|$44.9M|$625,127|$1.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BARNES DENNIG & CO., LTD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BARNES DENNIG & CO., LTD](https://planprovider.pro/provider/barnes-dennig-and-co-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$2,710|—|—|—|—|

| 2023|$2,620|—|—|—|—|

| 2022|$2,850|—|$2,850|—|—|

## Similar Plans

- [Meeder Investment Management, INC.](https://planprovider.pro/companies/meeder-investment-management-inc-plan) — 138 participants

- [Fund Evaluation Group 2017, INC.](https://planprovider.pro/companies/fund-evaluation-group-2017-inc-plan) — 146 participants

- [Diamond Hill Investment Group, INC.](https://planprovider.pro/companies/diamond-hill-investment-group-401k-plan) — 129 participants

- [Echelon Group, LLC, Dba Opoc.Us](https://planprovider.pro/companies/echelon-group-llc-dba-opoc-us-401k-plan) — 129 participants

- [Johnson Investment Counsel, INC.](https://planprovider.pro/companies/johnson-investment-counsel-inc-401k-plan) — 150 participants

- [Cleveland Research Company, LLC](https://planprovider.pro/companies/cleveland-research-company-llc-401k-plan) — 124 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fund-evaluation-group-llc-401k-plan)

© 2026 PlanProvider.Pro