How big is The Scott Group's plan?

The Scott Group's plan reported $3.8M in assets and 22 participants for 2023.

Original filing (PDF)20240814064204NAL0019567488001

The Scott Group

Name: The Scott Group — The Scott Group Retirement Trust, Form 5500 (2023)
Creator: The Scott Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Scott Group Retirement Trust

401(k) retirement plan · The Scott Group's The Scott Group Retirement Trust held $3.8M in plan assets for 22 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Teresa Quillen signed The Scott Group's 2023 Form 5500 as plan administrator.

Teresa Quillen — 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

The Scott Group's EIN is 35-2003810.

EIN 35-2003810

Plan number 001

Plan year 2023

ACK ID 20240814064204NAL0019567488001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Scott Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Scott Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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