SIGMA CUBED RETIREMENT PLAN
Plan Contact
- Address: 4700 WEST HOUSTON PKWY N STE 150,HOUSTON,TX
- Contact person: JAMES P CARROLL
- Phone: (281) 363-8591
Plan General Information
SIGMA CUBED RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2019, the total retirement plan assets of SIGMA CUBED RETIREMENT PLAN is $2,657,173.00.This plan was established in 2013.
SIGMA CUBED RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2019, the total number of retirement plan participants in SIGMA CUBED RETIREMENT PLAN is 104
SIGMA CUBED RETIREMENT PLAN Average Participant Retirement Account Value
In 2019, the average participant retirement account value for SIGMA CUBED RETIREMENT PLAN is $25,549.00
SIGMA CUBED RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2019, the estimated average employee contribution amount per participant for SIGMA CUBED RETIREMENT PLAN is $2,484.00.
SIGMA CUBED RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2019, the total retirement plan asset growth rate of SIGMA CUBED RETIREMENT PLAN is -55.68%.
SIGMA CUBED RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2019, the estimated aggregate retirement account investment gain/loss for SIGMA CUBED RETIREMENT PLAN is 32.07%. This measures the effectiveness of the plan participants' investments in the year.
SIGMA CUBED RETIREMENT PLAN Expense Ratio
In 2019, the investment and administrative expense ratio of SIGMA CUBED RETIREMENT PLAN is 0.73%.
Enrollment Features
SIGMA CUBED RETIREMENT 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.
Recent Articles
- Outsaving Regular Workers: How Gig Workers & Entrepreneurs Can Save 3x More for Retirement—Up to $70K Tax-Deferred!
- The Hidden Benefit of Emergency Savings Accounts: It’s a ‘Regular’ Savings Account with Free Employer Match
- February 2025 MyPlanIQ Portfolio Update
- Maximizing Your Savings & Investments: The Power of 1% Over Time
- Key Retirement Ages: Essential Milestones for 401(k), IRA, Solo 401(k), SEP IRA, Social Security & Medicare
- Dividend Income Investments: Benefits and Pitfalls
- Rule of Thumb: The 50/30/20 Budget Rule
- Option-Based Income Funds: Pros and Cons
- 9 Lessons From Retirees’ Biggest Retirement Regrets
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …