James A. Scott & Son, Inc. Retirement Savings Plan
Sponsored by James A. Scott & Son, Inc. · EIN 540372970 · Plan #002
- Total assets
- $24.3M
- Net assets
- $24.3M
- Active participants
- 440
- With balances
- 489
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $62,709 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $40,250 |
| Brown, Edwards & Company, Llp | Accounting | $14,510 |