Plan Snapshot
- Plan Sponsor: Sun West Financial Services International INC
- Sponsor EIN: 660800214
- Sponsor Address: 101 SAN PATRICIO AVE, GUAYNABO, PR, 00968
- Plan Type: DC
- Plan Number: 003
- Total Participants: 14
- Total Assets: $173,559
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 14 | $173,559 | $10,707 | $33,389 |
| 2023 | 24 | $123,149 | $10,964 | $36,058 |
| 2022 | 47 | $67,446 | $5,394 | $20,818 |