Plan Snapshot
- Plan Sponsor: Southwest Medical Resources In
- Sponsor EIN: 743100706
- Sponsor Address: PO BOX 3400, ONTARIO, CA, 917610940
- Plan Type: 401(k)
- Total Participants: 72
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 72 | $3.9M | $158,083 | $204,684 |
| 2023 | 71 | $3.4M | $160,892 | $239,424 |
| 2022 | 64 | $2.7M | $151,436 | $249,978 |