# Communities Southwest, INC. 401(k) Plan
Source: https://planprovider.pro/companies/communities-southwest-inc-401k-plan

> Communities Southwest, INC.'s 401(k) plan: 12 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Communities Southwest, INC.

- **Sponsor EIN:** 465742874

- **Sponsor Address:** 7001 N. SCOTTSDALE RD., SCOTTSDALE, AZ, 85253

- **Plan Type:** 401(k)

- **Total Participants:** 12

- **Total Assets:** $6.2M

## 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|12|$6.2M|$60,969|$189,189|

| 2023|13|$5.2M|$61,247|$192,550|

| 2022|12|$4.1M|$50,621|$176,743|

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