Derive Technologies, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Derive Technologies, LLC
  • Sponsor EIN: 522295534
  • Sponsor Address: 40 WALL STREET, NEW YORK, NY, 10005
  • Plan Type: 401(k)
  • Total Participants: 67
  • Total Assets: $11.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202467$11.9M$0$574,304
202379$10.0M$0$552,636
202276$8.0M$0$521,343

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