# Sun West Financial Services International INC DC Plan
Source: https://planprovider.pro/companies/sun-west-financial-services-international-inc-plan

> Sun West Financial Services International INC&#39;s DC plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Sun West Mortgage Company, INC.](https://planprovider.pro/companies/sun-west-mortgage-company-inc-660459530-502) — 216 participants

- [Sun West Mortgage Company, INC.](https://planprovider.pro/companies/sun-west-mortgage-company-inc-660459530-501) — 134 participants

- [Sun West Mortgage Company, INC.](https://planprovider.pro/companies/sun-west-mortgage-company-inc-plan-002) — 127 participants

- [Sun West Mortgage Company, INC.](https://planprovider.pro/companies/sun-west-mortgage-company-inc-660445953-503) — 122 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sun-west-financial-services-international-inc-plan)

&copy; 2026 PlanProvider.Pro
