Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VENN STRATEGIES EMPLOYEE STOCK OWNERSHIP PLAN
EIN 52-2318387government relationsLatest filing 2025
Plans
2
Retirement
2
$13.0M assets
Welfare
0
Participants
155
750 9TH STREET NW- SUITE 650 - WASHINGTON, DC 20001202-466-8700vennstrategies.comLinkedIn11-50 employeesgovernment relations
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.0M assets / 155 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VENN STRATEGIES 401(K) PROFIT SHARING PLAN
401k
Assets$10.4M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VENN STRATEGIES EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.6M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VENN STRATEGIES 401(K) PROFIT SHARING PLAN | 401k | $10.4M | 66 | 2025 | |
| 002 | VENN STRATEGIES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.6M | 89 | 2025 |
Retirement plans