Plan Snapshot
- Plan Sponsor: Sir Mortgage & Finance Of Arizona, INC.
- Sponsor EIN: 721533444
- Sponsor Address: 1440 E MISSOURI AVE SUITE C-165, PHOENIX, AZ, 85014
- Plan Type: DC
- Total Participants: 3
- Total Assets: $10.5M
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 | 3 | $10.5M | $0 | $29,275 |
| 2023 | 3 | $9.8M | $15,478 | $15,300 |
| 2022 | 3 | $8.9M | $0 | $17,645 |