# Pzena Value Trust 401(k) Plan
Source: https://planprovider.pro/companies/pzena-value-trust-831943216-001

> Pzena Value Trust's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pzena Value Trust

- **Sponsor EIN:** 831943216

- **Sponsor Address:** 320 PARK AVENUE 8TH FLOOR, NEW YORK, NY, 10022

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $309.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$309.5M|$0|$0|

| 2023|0|$289.9M|$0|$0|

| 2022|0|$130.2M|$0|$0|

## Similar Plans

- [Morgan Stanley Domestic Holdings, LLC](https://planprovider.pro/companies/morgan-stanley-domestic-holdings-inc-401k-plan) — 54,084 participants

- [Pentegra Services, INC](https://planprovider.pro/companies/pentegra-services-inc-401k-plan-006) — 9,164 participants

- [Blackrock, INC.](https://planprovider.pro/companies/blackrock-inc-401k-plan-001) — 8,882 participants

- [Nfp Corp.](https://planprovider.pro/companies/nfp-corp-401k-plan) — 6,644 participants

- [Ivyrehab Pt, Ot & Speech PLLC](https://planprovider.pro/companies/ivyrehab-pt-ot-speech-pllc-401k-plan) — 6,154 participants

- [Morgan Stanley Domestic Holdings, LLC](https://planprovider.pro/companies/morgan-stanley-domestic-holdings-inc-plan-001) — 5,609 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pzena-value-trust-831943216-001)

© 2026 PlanProvider.Pro