Plan Snapshot
- Plan Sponsor: Performance Equity Management, LLC
- Sponsor EIN: 134162590
- Sponsor Address: 5 GREENWICH OFFICE PARK, 3RD FLOOR, GREENWICH, CT, 06831
- Plan Type: 401(k)
- Total Participants: 38
- Total Assets: $21.2M
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 | 38 | $21.2M | $654,198 | $721,698 |
| 2023 | 32 | $17.9M | $591,578 | $664,585 |
| 2022 | 34 | $14.7M | $508,102 | $582,634 |