Grosvenor Capital Management, L.P. 401(k) Review & Grade
Grosvenor Capital Management, L.P. 401k Retirement Plan
Chicago, ILFinance & Insurance512 active participantsPlan year 2024✓ Auto-enroll
Estimate from the plan's Form 5500 filing · How we grade
$4,373Employer $ per active participant
$19,936Employee $ saved per active participant
0.02%Direct admin cost, % of plan assets
$173.4MNet plan assets, end of year
$230,928Average balance per account
Score breakdown
- Employer generosity30.5 / 5061th percentile for employer $ per participant
- Low cost23.8 / 2595th percentile for low admin cost vs. same-size plans
- Employee saving14.5 / 1597th percentile for employee $ per participant
- Plan features10 / 10Auto-enrollment, Default investment
- Red-flag deductions-15 pts2 issues reported on the filing
Total score64 / 100 · Grade B
This plan vs. peers
Peers: Finance & Insurance plans with 500–2,499 active participants (754 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 61th |
| Lower admin cost | 95th |
| Employee saving | 97th |
| Peers that auto-enroll | 62% |
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Red flags from the filing
Late deposits: the filing says some employee contributions were not sent to the plan on time ($48,007 reported). That's money taken from paychecks that sat with the employer longer than the law allows.
Auditor disclaimer: the auditor issued a disclaimer of opinion.
What to do if you're in this plan
- Grosvenor Capital Management, L.P. put in about $4,373 per active participant, more than the typical peer ($3,606). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- The plan auto-enrolls employees. Check your default contribution rate. Defaults are often lower than what it takes to get the full match.
- The plan reported late deposits of employee contributions. Compare your pay stubs with your account statements, and contact the plan administrator if money shows up late.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $2,236,839 |
| Participant (employee) contributions | $10,197,410 |
| Other contributions (incl. rollovers in) | $1,880,409 |
| Administrative expenses paid from the plan | $32,871 |
| Benefits paid out | $7,612,073 |
| Net assets, start / end of year | $142.7M / $173.4M |
| Active participants, start / end of year | 509 / 514 |
| Participants with account balances | 751 |
| Auto-enrollment (feature code 2S) | Yes |
| Auditor | RSM US LLP |
Largest service providers (Schedule C)
| Ubs Financial Services Inc | $28,279 reported compensation |
| Fidelity Investments Institutional | −$4,699 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251002151203NAL0000415155001, received 2025-10-02, EIN 36-3795985, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.