Plan Snapshot
- Plan Sponsor: Trustee Services Of Arizona
- Sponsor EIN: 860677413
- Sponsor Address: 10201 S 51ST ST # A-210, PHOENIX, AZ, 850445215
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 10
- Total Assets: $2,691
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2025 | 10 | $2,691 | $0 | $0 |
| 2024 | 3 | $131,646 | $2,330 | $5,224 |
| 2023 | 2 | $121,172 | $1,450 | $4,114 |
| 2022 | 4 | $1.7M | $2,420 | $3,026 |