AUMdb

Fund Evaluation Group Employee Stock Ownership Plan

Sponsored by Fund Evaluation Group 2017, Inc. · EIN 822116824 · Plan #002

Total assets
$45.4M
Net assets
$18.2M
Active participants
146
With balances
173

Plan year beginning 01/01/2024 · Stock bonus

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.