Plan Snapshot
- Plan Sponsor: Arizona Capital Source
- Sponsor EIN: 860403989
- Sponsor Address: 5049 E BROADWAY BLVD, TUCSON, AZ, 85711
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 18 | $4.7M | $82,251 | $206,763 |
| 2023 | 16 | $4.0M | $85,189 | $216,700 |
| 2022 | 17 | $4.0M | $84,813 | $215,707 |