Makena Capital Management, LLC DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Makena Capital Management, LLC
  • Sponsor EIN: 203873840
  • Sponsor Address: 2755 SAND HILL ROAD, SUITE 200, MENLO PARK, CA, 94025
  • Plan Type: DB
  • Total Participants: 27
  • Total Assets: $33.5M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202427$33.5M$0$0
202326$33.3M$0$0
202224$31.7M$0$0

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