Plan Snapshot
- Plan Sponsor: Performa Limited (Us), LLC
- Sponsor EIN: 300619882
- Sponsor Address: 1080 MORRISON DRIVE SUITE 120, CHARLESTON, SC, 29403
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 18
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2025 | 18 | $6.0M | $0 | $0 |
| 2024 | 17 | $4.8M | $164,595 | $322,265 |
| 2023 | 16 | $3.9M | $152,324 | $282,996 |
| 2022 | 15 | $3.0M | $140,584 | $242,209 |