Plan Snapshot
- Plan Sponsor: Stress Free Mortgage
- Sponsor EIN: 813872711
- Sponsor Address: 28494 WESTINGHOUSE PLACE, SUITE 212, VALENCIA, CA, 91355
- Plan Type: DC
- Total Participants: 5
- Total Assets: $824,357
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 | $824,357 | $9,476 | $34,750 |
| 2023 | 6 | $714,582 | $5,854 | $5,050 |
| 2022 | 7 | $658,816 | $6,353 | $68,585 |