· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SCOTTISH ENTERPRISE — SCOTTISH ENTERPRISE PENSION PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241002153547NAL0015500800001
SCOTTISH ENTERPRISE
Form 5500-SF
FILING_RECEIVED
SCOTTISH ENTERPRISE PENSION PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
46
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SCOTTISH ENTERPRISE
.
Find decision makers
Plan sponsor
Name
SCOTTISH ENTERPRISE
EIN
13-2981060
Address
1 BROADWAY 7TH FLOOR · CAMBRIDGE, MA · 02142
Phone
(857) 327-8721
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-04-01
Tax period
2024-03-31
Filed
2024-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Admin Support & Waste Mgmt plans
HEALTHCOMP, INC.
HEALTHCOMP, INC. 401(K) PLAN
$8.8M · 46 participants
MODA, LLC
MODA LLC INCENTIVE SAVINGS PLAN AND TRUST I
$8.9M · 91 participants
PLATFORMQ LLC
PLATFORMQ LLC 401(K) PROFIT SHARING PLAN AND TRUST
$8.9M · 103 participants
PROFIT RECOVERY PARTNERS, LLC
PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN
$9.0M · 113 participants
LIVINGSTONE PARTNERS, LLC
LIVINGSTONE PARTNERS 401(K) PLAN
$9.1M · 32 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ION ECONOMICS, LLC
ION ECONOMICS, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$8.5M · 20 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
