Plan Snapshot
- Plan Sponsor: Alliance West Mortgage INC
- Sponsor EIN: 270574760
- Sponsor Address: 23 ORCHARD, LAKE FOREST, CA, 92630
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $632,097
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 4 | $632,097 | $0 | $8,618 |
| 2022 | 10 | $438,913 | $0 | $60,225 |