# Alliance West Mortgage INC 401(k) Plan
Source: https://planprovider.pro/companies/alliance-west-mortgage-inc-401k-plan

> Alliance West Mortgage INC's 401(k) plan: 4 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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