Plan Snapshot
- Plan Sponsor: Provenio Capital LLC
- Sponsor EIN: 811812456
- Sponsor Address: 4400 MACARTHUR BLVD., SUITE 300, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 11
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 11 | $2.1M | $0 | $0 |
| 2024 | 9 | $1.7M | $286,468 | $147,490 |
| 2023 | 8 | $1.2M | $220,718 | $156,642 |
| 2022 | 7 | $755,500 | $174,749 | $82,337 |
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