# South Central Annuity Fund DC Plan
Source: https://planprovider.pro/companies/south-central-annuity-fund-352409603-001

> South Central Annuity Fund's DC plan: 9,320 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** South Central Annuity Fund

- **Sponsor EIN:** 352409603

- **Sponsor Address:** 8441 GULF FREEWAY #304, HOUSTON, TX, 770175066

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 9,320

- **Total Assets:** $141.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|9,320|$141.5M|$15.3M|$0|

| 2023|8,884|$129.0M|$12.8M|$0|

| 2022|8,750|$107.4M|$13.4M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| STEVENS VALUATION SERVICES|Other Service Provider|$349,174|—|$349,174|

| HARPER AND PEARSON|Auditor|$167,500|—|$167,500|

| BENEFIT RESOURCES INC|Recordkeeper|$134,333|—|$134,333|

| RBC CAPITAL MARKETS|Investment Advisor|$133,320|—|$133,320|

| CONNER & WINTERS|ERISA Attorney|$67,855|—|$67,855|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HARPER AND PEARSON](https://planprovider.pro/provider/harper-and-pearson-company-pc) — Auditor

- [RBC CAPITAL MARKETS](https://planprovider.pro/provider/royal-bank-of-canada) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $852,182

- **Estimated Expense Ratio:** 0.602% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$872,087|$133,320|$134,333|$167,500|—|

| 2023|$757,676|$130,922|$125,560|$77,700|—|

| 2022|$659,997|$58,623|$454,569|—|$128,841|

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