# Stress Free Mortgage DC Plan
Source: https://planprovider.pro/companies/stress-free-mortgage-plan

> Stress Free Mortgage's DC plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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