Plan Snapshot
- Plan Sponsor: Optum Venture Management, LLC
- Sponsor EIN: 821446334
- Sponsor Address: 75 STATE STREET, BOSTON, MA, 02109
- Plan Type: 401(k)
- Total Participants: 29
- Total Assets: $4.6M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 29 | $4.6M | $481,689 | $441,857 |
| 2023 | 22 | $3.2M | $288,268 | $420,148 |
| 2022 | 26 | $2.1M | $267,061 | $378,731 |