Epstein File EFTA01451900: Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01451900: Asset (DS10)

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This document is a regulatory analysis of Plan Asset Provisions under Section 2510.3-101, explaining the criteria for what constitutes plan assets when benefit plans invest in equity interests of entities that are not publicly-offered securities, and defining when equity participation by Benefit Plan Investors is considered 'significant.'

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asset

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Excerpt 1

Section 2510.3-101, or any successor regulation (together, the "Plan **Asset** Provisions"), describe what constitutes the assets of a Plan with respect to

Excerpt 2

Under the Plan **Asset** Provisions, if a Plan invests in an "equity interest" of an entity that is neither a "publicly-offered security" nor a security issued

Excerpt 3

Under the Plan **Asset** Provisions, equity participation in an entity by Benefit Plan Investors is "significant" on any date if, immediately after the most