How big is Scott Financial Services, LLC's plan?

Scott Financial Services, LLC's plan reported $563K in assets and 3 participants for 2024.

Original filing (PDF)20250528082230NAL0004264243001

Scott Financial Services, LLC

Name: Scott Financial Services, LLC — Scott Financial, Form 5500 (2024)
Creator: Scott Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scott Financial Services, LLC 401(k) Plan

401(k) retirement plan · Scott Financial Services, LLC's Scott Financial Services, LLC 401(k) Plan held $563K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$563K

Net assets (EOY)

$563K

People on this filing

Nicholas Kibble signed Scott Financial Services, LLC's 2024 Form 5500 as plan administrator.

Nicholas Kibble — 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

Scott Financial Services, LLC's EIN is 26-2433752.

EIN 26-2433752

Plan number 001

Plan year 2024

ACK ID 20250528082230NAL0004264243001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Scott Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Scott Financial Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCOTT FINANCIAL SERVICES, LLC.

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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