SOUTH CENTRAL ANNUITY FUND

Plan Contact

  • Address: 8441 GULF FREEWAY #304,,HOUSTON,TX
  • Phone: (713) 643-9300

Plan General Information

SOUTH CENTRAL ANNUITY FUND Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SOUTH CENTRAL ANNUITY FUND is $107,390,539.00.This plan was established in 2011.

SOUTH CENTRAL ANNUITY FUND Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SOUTH CENTRAL ANNUITY FUND is 8341

SOUTH CENTRAL ANNUITY FUND Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SOUTH CENTRAL ANNUITY FUND is $12,875.00

SOUTH CENTRAL ANNUITY FUND Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SOUTH CENTRAL ANNUITY FUND is approximately $1,611.00
Investing in this additonal $1,611.00 for 20 years would give you extra $103,141.00, assuming a 10% annual return.

SOUTH CENTRAL ANNUITY FUND Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SOUTH CENTRAL ANNUITY FUND is -0.45%.

SOUTH CENTRAL ANNUITY FUND Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SOUTH CENTRAL ANNUITY FUND is -4.15%. This measures the effectiveness of the plan participants' investments in the year.

SOUTH CENTRAL ANNUITY FUND Expense Ratio

In 2023, the investment and administrative expense ratio of SOUTH CENTRAL ANNUITY FUND is 0.61%.

Enrollment Features

SOUTH CENTRAL ANNUITY FUND has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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