Sun West Mortgage Company, Inc. 401(k) Plan: Login, Facts & Contact Information
Sun West Mortgage Company, Inc. 401(k) Login
215 former Sun West Mortgage Company, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Sun West Mortgage Company, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $2.22 million went into the plan in contributions, $71,411 of it from the employer (3%).
- $1.54 million was paid out to participants.
- Investment and other income added $2.15 million.
- Administrative expenses were $99,007, about $226 per account.
How the Sun West Mortgage Company, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 472 | $9.44 million | $127,396 | $838,008 |
| 2020 | 690 | $14.1 million | $400,801 | $2.13 million |
| 2021 | 1,314 | $17.9 million | $496,340 | $4.98 million |
| 2022 | 1,005 | $12.0 million | $12,706 | $4.52 million |
| 2023 | 621 | $13.5 million | $0 | $2.08 million |
| 2024 | 563 | $16.2 million | $71,411 | $1.54 million |
Sun West Mortgage Company, Inc. 401(k) Contact Information
Questions about the Sun West Mortgage Company, Inc. 401(k)
Does Sun West Mortgage Company, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $71,411, 3% of all contributions.
Does the Sun West Mortgage Company, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Sun West Mortgage Company, Inc 401(k) plan?
563 participants at the start of plan year 2024, 271 of them active employees, and 215 former employees who still had money in the plan.
What is the average 401(k) balance at Sun West Mortgage Company, Inc?
About $36,961 per account: $16.2 million in plan assets across 439 accounts with a balance at the end of plan year 2024.
Who manages the Sun West Mortgage Company, Inc 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Sun West Mortgage Company, Inc. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.