Plan Snapshot
- Plan Sponsor: Investmark Mortgage, LLC
- Sponsor EIN: 271354880
- Sponsor Address: 14285 MIDWAY RD, SUITE 345, ADDISON, TX, 75001
- Plan Type: DC
- Total Participants: 5
- Total Assets: $265,397
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 | 5 | $265,397 | $144,463 | $0 |
| 2023 | 5 | $281,704 | $34,596 | $0 |
| 2022 | 6 | $257,030 | $73,030 | $0 |