AUMdb

Scott & Associates Pc Retirement Plan

Sponsored by Scott & Associates Pc · EIN 752880389 · Plan #001

Total assets
$3.0M
Net assets
$3.0M
Active participants
232
With balances
195

Plan year beginning 01/01/2024 · 401(k)

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
John Hancock Life Insurance Company Recordkeeping, Float revenue, Other insurance wrap fees $5,313