SITUSAMC 401(K) PLAN
Plan Contact
- Address: 5065 WESTHEIMER ROAD,,HOUSTON,TX
- Contact person: CHRISTINE MILLER
- Phone: (281) 417-4466
Plan General Information
SITUSAMC 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SITUSAMC 401(K) PLAN is $170,446,532.00.This plan was established in 1999.
SITUSAMC 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SITUSAMC 401(K) PLAN is 3450
SITUSAMC 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SITUSAMC 401(K) PLAN is $49,404.00
SITUSAMC 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SITUSAMC 401(K) PLAN is $5,759.00.
SITUSAMC 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SITUSAMC 401(K) PLAN is approximately $2,270.00
Investing in this additonal $2,270.00 for 20 years would give you extra $145,343.00, assuming a 10% annual return.
Investing in this additonal $2,270.00 for 20 years would give you extra $145,343.00, assuming a 10% annual return.
SITUSAMC 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, SITUSAMC 401(K) PLAN allocates $7,834,926.00 to match its employees' contributions, providing an employer match rate of 40.08% of their contributions
SITUSAMC 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SITUSAMC 401(K) PLAN is 26.34%.
SITUSAMC 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SITUSAMC 401(K) PLAN is 19.22%. This measures the effectiveness of the plan participants' investments in the year.
SITUSAMC 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of SITUSAMC 401(K) PLAN is 0.20%.
Enrollment Features
SITUSAMC 401(K) PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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