# Performance Equity Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/performance-equity-management-llc-401k-plan

> Performance Equity Management, LLC's 401(k) plan: 38 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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