Plan Snapshot
- Plan Sponsor: Arizona Mortgage & Investments, LLC
- Sponsor EIN: 352562653
- Sponsor Address: 14301 N. 87TH STREET, SCOTTSDALE, AZ, 85260
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 3 | $1.6M | $76,686 | $43,250 |
| 2024 | 3 | $1.2M | $77,586 | $33,400 |
| 2023 | 3 | $926,161 | $74,783 | $31,200 |
| 2022 | 3 | $685,194 | $56,138 | $33,300 |