Venn Strategies Employee Stock Ownership Plan DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Venn Strategies Employee Stock Ownership Plan
  • Sponsor EIN: 522318387
  • Sponsor Address: 750 9TH STREET NW,, WASHINGTON, DC, 20001
  • Plan Type: DC
  • Total Participants: 52
  • Total Assets: $1.8M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202452$1.8M$439$0
202347$1.3M$0$0
202242$865,215$0$0

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