Sun West Mortgage 401(k) match, vesting and fees
What Sun West Mortgage's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Richey May & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Sun West Mortgage: employer contribution per participant | $163 | |
| Peer median | $2,868 |
| Sun West Mortgage: average balance | $36,961 | |
| Peer median | $95,281 |
| Sun West Mortgage: admin expenses ÷ assets | 0.67% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $17.9M at the end of plan year 2021 to $16.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 487 | $16.2M | $71K | $163 | 0.67% | Not published | Form 5500 ↗ |
| 2023 | 563 | $13.5M | $0 | $0 | 0.67% | Not published | Form 5500 ↗ |
| 2022 | 621 | $12M | $13K | $24 | 0.75% | Not published | Form 5500 ↗ |
| 2021 | 1,005 | $17.9M | $496K | $556 | 0.82% | Not published | Form 5500 ↗ |
Other Sun West Mortgage plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sun West Mortgage Co 1081. 01(d) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Sun West Mortgage match 401(k) contributions?
The match terms for the Sun West Mortgage Co., 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $71K in employer contributions, about $163 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sun West Mortgage 401(k) match vested?
The vesting schedule for the Sun West Mortgage Co., 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sun West Mortgage 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Sun West Mortgage Company, Inc..
I left Sun West Mortgage. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sun West Mortgage Company, Inc., (562) 924-7884) or the recordkeeper, Fidelity Investments Institutional. The Sun West Mortgage old 401(k) page lists the contacts from every plan filing. Find an old Sun West Mortgage 401(k)
Data from the public Form 5500 annual reports Sun West Mortgage filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sun West Mortgage. Not financial advice. Report a correction · Methodology