Plan Snapshot
- Plan Sponsor: Southwest Heritage Bank
- Sponsor EIN: 850142558
- Sponsor Address: 8777 E. HARTFORD DR. STE 100, SCOTTSDALE, AZ, 85255
- Plan Type: DC
- Total Participants: 79
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2024 | 79 | $2.1M | $253,682 | $0 |
| 2023 | 39 | $2.1M | $116,984 | $0 |
| 2022 | 38 | $2.8M | $290,960 | $0 |