# Arizona Mortgage & Investments, LLC 401(k) Plan
Source: https://planprovider.pro/companies/arizona-mortgage-investments-llc-401k-plan

> Arizona Mortgage & Investments, LLC's 401(k) plan: 3 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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