AUMdb

South Central Annuity Fund

Sponsored by South Central Annuity Fund · EIN 352409603 · Plan #001

Total assets
$142M
Net assets
$142M
Active participants
9,320
With balances
9,320

Plan year beginning 04/01/2024 · Money purchase, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stevens Valuation Services Recordkeeping $349,174
Harper And Pearson Accounting $167,500
Benefit Resources Inc Contract administrator $134,333
Rbc Capital Markets Trustee (individual) $133,320
Conner & Winters Legal $67,855