Plan Snapshot
- Plan Sponsor: Contractor Management Services LLC
- Sponsor EIN: 880485323
- Sponsor Address: 8701 E HARTFORD DR SUITE 110, SCOTTSDALE, AZ, 85255
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $2.7M
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 | 109 | $2.7M | $388,766 | $616,535 |
| 2023 | 107 | $1.7M | $140,779 | $547,340 |
| 2022 | 61 | $761,347 | $0 | $373,871 |