Plan Snapshot
- Plan Sponsor: Sun West Mortgage Company, INC.
- Sponsor EIN: 953523796
- Sponsor Address: 101 SAN PATRICIO AVE., GUAYNABO, PR, 00968
- Plan Type: DC
- Plan Number: 002
- Total Participants: 127
- Total Assets: $1.2M
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 | 127 | $1.2M | $27,197 | $129,675 |
| 2023 | 52 | $1.1M | $26,925 | $138,404 |
| 2022 | 75 | $935,274 | $29,494 | $178,864 |