# Grosvenor Capital Management, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/grosvenor-capital-management-l-p-401k-plan

> Grosvenor Capital Management, L.P.'s 401(k) plan: 514 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Grosvenor Capital Management, L.P.

- **Sponsor EIN:** 363795985

- **Sponsor Address:** 900 NORTH MICHIGAN AVENUE, CHICAGO, IL, 60611

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

- **Total Participants:** 514

- **Total Assets:** $173.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|514|$173.4M|$2.2M|$10.2M|

| 2023|509|$142.7M|$2.1M|$8.8M|

| 2022|500|$111.9M|$2.0M|$8.2M|

## 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|

| UBS FINANCIAL SERVICES INC|ADVISOR / CONSULTANT|$28,279|—|$28,279|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR / CONSULTANT

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $28,279

- **Estimated Expense Ratio:** 0.016% of plan assets

### 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|$32,871|—|—|—|—|

| 2023|-$5,280|$49|—|—|—|

| 2022|$4,955|—|—|—|—|

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