Jana Partners Management, LP DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jana Partners Management, LP
  • Sponsor EIN: 900613671
  • Sponsor Address: 888 SEVENTH AVENUE, NEW YORK, NY, 10106
  • Plan Type: DC
  • Total Participants: 22
  • Total Assets: $17.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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.
202422$17.4M$341,087$376,800
202320$17.0M$374,360$331,525
202222$13.1M$405,522$298,300

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