# Southwest Heritage Bank DC Plan
Source: https://planprovider.pro/companies/bank-34-plan-004

> Southwest Heritage Bank's DC plan: 79 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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- [Western Alliance Bancorporation](https://planprovider.pro/companies/western-alliance-bancorporation-401k-plan) — 3,560 participants

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