# Performa Limited (Us), LLC 401(k) Plan
Source: https://planprovider.pro/companies/performa-limited-us-llc-401k-plan

> Performa Limited (Us), LLC's 401(k) plan: 17 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 17

- **Total Assets:** $4.8M

## 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.|

| 2024|17|$4.8M|$164,595|$322,265|

| 2023|16|$3.9M|$152,324|$282,996|

| 2022|15|$3.0M|$140,584|$242,209|

## Similar Plans

- [Dividend Assets Capital Holdings, INC.](https://planprovider.pro/companies/dividend-assets-capital-holdings-inc-plan) — 9 participants

- [Hl Capital INC](https://planprovider.pro/companies/hl-capital-inc-401k-plan) — 5 participants

- [Bakala Capital LLC](https://planprovider.pro/companies/bakala-capital-management-llc-401k-plan) — 43 participants

- [Financial Resources Group Invest](https://planprovider.pro/companies/financial-resources-group-invest-401k-plan) — 201 participants

- [Tumeq, LLC](https://planprovider.pro/companies/tumeq-llc-401k-plan) — 299 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/performa-limited-us-llc-401k-plan)

© 2026 PlanProvider.Pro