How big is SCC Investment Advisors' plan?

SCC Investment Advisors' plan reported $3.9M in assets and 5 participants for 2024.

Original filing (PDF)20250611064532NAL0044788994001

SCC Investment Advisors

Name: SCC Investment Advisors — SCC Investment Advisors, Form 5500 (2024)
Creator: SCC Investment Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SCC Investment Advisors 401(k) Plan

401(k) retirement plan · SCC Investment Advisors' SCC Investment Advisors 401(k) Plan held $3.9M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Merrilynn Young signed SCC Investment Advisors' 2024 Form 5500 as plan administrator.

Merrilynn Young — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SCC Investment Advisors' EIN is 25-1622704.

EIN 25-1622704

Plan number 001

Plan year 2024

ACK ID 20250611064532NAL0044788994001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SCC Investment Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SCC Investment Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCC INVESTMENT ADVISORS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score