Defero, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Defero, LLC
  • Sponsor EIN: 371525211
  • Sponsor Address: 7878 N. 16TH ST, PHOENIX, AZ, 85020
  • Plan Type: 401(k)
  • Total Participants: 24
  • Total Assets: $2.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202424$2.6M$42,098$100,007
202321$2.2M$49,020$107,547
202227$1.8M$55,545$110,742

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