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SOUTHWEST CARPENTERS ANNUITY FUND

Plan Contact

  • Address: 533 S. FREMONT AVENUE,LOS ANGELES,CA
  • Phone: (213) 386-8590

Plan General Information

SOUTHWEST CARPENTERS ANNUITY FUND Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SOUTHWEST CARPENTERS ANNUITY FUND is $708,148,164.00.This plan was established in 1987.

SOUTHWEST CARPENTERS ANNUITY FUND Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SOUTHWEST CARPENTERS ANNUITY FUND is 55201

SOUTHWEST CARPENTERS ANNUITY FUND Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SOUTHWEST CARPENTERS ANNUITY FUND is $12,828.00

SOUTHWEST CARPENTERS ANNUITY FUND Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SOUTHWEST CARPENTERS ANNUITY FUND is approximately $2,181.00
Investing in this additonal $2,181.00 for 20 years would give you extra $139,611.00, assuming a 10% annual return.

SOUTHWEST CARPENTERS ANNUITY FUND Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SOUTHWEST CARPENTERS ANNUITY FUND is 51.10%.

SOUTHWEST CARPENTERS ANNUITY FUND Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SOUTHWEST CARPENTERS ANNUITY FUND is 27.89%. This measures the effectiveness of the plan participants' investments in the year.

SOUTHWEST CARPENTERS ANNUITY FUND Expense Ratio

In 2023, the investment and administrative expense ratio of SOUTHWEST CARPENTERS ANNUITY FUND is 0.57%.

Enrollment Features

SOUTHWEST CARPENTERS 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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