How big is Scott & Wallace LLP's plan?

Scott & Wallace LLP's plan reported $587K in assets and 10 participants for 2024.

Original filing (PDF)20250807072114NAL0010358386001

Scott & Wallace LLP

Name: Scott & Wallace LLP — Scott & Wallace LLP Retirement, Form 5500 (2024)
Creator: Scott & Wallace LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scott & Wallace LLP Retirement Plan

401(k) retirement plan · Scott & Wallace LLP's Scott & Wallace LLP Retirement Plan held $587K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$587K

Net assets (EOY)

$587K

People on this filing

James B Sharp signed Scott & Wallace LLP's 2024 Form 5500 as plan administrator.

James B Sharp — 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 & Wallace LLP's EIN is 27-2507800.

EIN 27-2507800

Plan number 001

Plan year 2024

ACK ID 20250807072114NAL0010358386001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Scott & Wallace LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Scott & Wallace LLP's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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