Penserra Financial Ventures LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Penserra Financial Ventures LLC
  • Sponsor EIN: 475328987
  • Sponsor Address: 4 ORINDA WAY STE 100 A, ORINDA, CA, 94563
  • Plan Type: 401(k)
  • Total Participants: 59
  • Total Assets: $12.2M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202459$12.2M$332,113$694,331
202359$9.9M$336,997$747,048

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