# Sir Mortgage & Finance Of Arizona, INC. DC Plan
Source: https://planprovider.pro/companies/sir-mortgage-finance-of-arizona-inc-plan

> Sir Mortgage & Finance Of Arizona, INC.'s DC plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Firepit Holdings Corp](https://planprovider.pro/companies/firepit-holdings-corp-401k-plan) — 21 participants

- [Geneva Financial, LLC](https://planprovider.pro/companies/geneva-financial-llc-401k-plan) — 487 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sir-mortgage-finance-of-arizona-inc-plan)

© 2026 PlanProvider.Pro