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Original filing (PDF)20251003103608NAL0000793891001
FUND EVALUATION GROUP 2017, INC.
Form 5500
FILING_RECEIVED
FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
146
Accounts w/ balance
173
Plan assets (EOY)
$45.4M
Net assets (EOY)
$18.2M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fund Evaluation Group Common Stock of Fund Evaluation Group" is 100% of plan.
- 100% of plan in employer / sponsor stock.
- 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 FUND EVALUATION GROUP 2017, INC..
Plan sponsor
Name
FUND EVALUATION GROUP 2017, INC.
EIN
82-2116824
Address
201 EAST FIFTH STREET · CINCINNATI, OH · 45202
Phone
(513) 719-5129
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
BARNES DENNIG & CO., LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $45.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fund Evaluation Group Common Stock of Fund Evaluation Group | — | — | $39.9M | $45.4M | 100.0% |
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