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Original filing (PDF)20250924110759NAL0007462497001
SILVERCREST ASSET MANAGEMENT GROUP LLC
Form 5500
FILING_RECEIVED
SILVERCREST ASSET MANAGEMENT GROUP LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
159
Accounts w/ balance
133
Plan assets (EOY)
$60.6M
Net assets (EOY)
$60.6M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SILVERCREST ASSET MANAGEMENT GROUP LLC.
Plan sponsor
Name
SILVERCREST ASSET MANAGEMENT GROUP LLC
EIN
13-4194623
Address
1330 AVENUE OF THE AMERICAS 38TH FL · NEW YORK, NY · 10019
Phone
(212) 649-0615
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CITRIN COPPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
29 direct securities· $60.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $13.9M | 22.9% | |
| Primecap Odyssey Aggressive Growth | — | — | — | $6.2M | 10.2% | |
| Vanguard Primecap Core Fund | — | — | — | $5.1M | 8.4% | |
| Institutional Edgewood Growth Institutional | — | — | — | $4.6M | 7.6% | |
| Natixis Funds Trust I Vaughan Nelson Small | — | — | — | $4.4M | 7.2% | |
| Schwab Retirement Government Money | — | — | — | $4.3M | 7.2% | |
| Vanguard Growth Index Fund | — | — | — | $4.1M | 6.8% | |
| Artisan International Value Institutional | — | — | — | $2.9M | 4.7% | |
| MFS Value Fund Class A | — | — | — | $2.1M | 3.5% | |
| Vanguard Total Bond Market Index | — | — | — | $2.0M | 3.4% | |
| WCM Focused International Growth | — | — | — | $1.6M | 2.6% | |
| Vanguard Small-Cap Index Funds | — | — | — | $1.3M | 2.1% | |
| Invesco Oppenheimer Developed Markets | — | — | — | $1.0M | 1.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.0M | 1.7% | |
| Columbia Dividend Income Fund | — | — | — | $878K | 1.4% | |
| Vanguard Value Index Fund | — | — | — | $866K | 1.4% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $810K | 1.3% | |
| Vanguard Intermediate- Term Treasury | — | — | — | $761K | 1.3% | |
| Oakmark Equity & Income Fund | — | — | — | $666K | 1.1% | |
| Vanguard Global Equity Fund Investor | — | — | — | $594K | 1.0% | |
| Cap Neuberger Berman High Income Bond | — | — | — | $430K | 0.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $254K | 0.4% | |
| Plan Participants Notes receivables from participants (interest $ - | — | — | — | $200K | 0.3% | |
| Muzinich Credit Opportunity Fund | — | — | — | $185K | 0.3% | |
| Vanguard Short-Term Bond Index | — | — | — | $147K | 0.2% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $78K | 0.1% | |
| Fund CASH | — | — | — | $59K | <0.1% | |
| Vanguard Target Retirement Income | — | — | — | $31K | <0.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $10K | <0.1% |
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