SOARION CREDIT UNION 401(K) PLAN AND TRUST
Plan Contact
- Address: 1560 CABLE RANCH ROAD SUITE 200,SAN ANTONIO,TX
- Contact person: JESSICA MARTINEZ
- Phone: (210) 673-5610
Plan General Information
SOARION CREDIT UNION 401(K) PLAN AND TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SOARION CREDIT UNION 401(K) PLAN AND TRUST is $2,510,938.00.This plan was established in 2002.
SOARION CREDIT UNION 401(K) PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SOARION CREDIT UNION 401(K) PLAN AND TRUST is 139
SOARION CREDIT UNION 401(K) PLAN AND TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SOARION CREDIT UNION 401(K) PLAN AND TRUST is $18,064.00
SOARION CREDIT UNION 401(K) PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SOARION CREDIT UNION 401(K) PLAN AND TRUST is $3,184.00.
SOARION CREDIT UNION 401(K) PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SOARION CREDIT UNION 401(K) PLAN AND TRUST is 10.60%.
SOARION CREDIT UNION 401(K) PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SOARION CREDIT UNION 401(K) PLAN AND TRUST is 16.35%. This measures the effectiveness of the plan participants' investments in the year.
SOARION CREDIT UNION 401(K) PLAN AND TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of SOARION CREDIT UNION 401(K) PLAN AND TRUST is 0.17%.
Enrollment Features
SOARION CREDIT UNION 401(K) PLAN AND TRUST 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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