How big is Great Scott Financial Services' plan?

Great Scott Financial Services' plan reported $1.7M in assets and 8 participants for 2025.

Original filing (PDF)20260505085417NAL0001034304001

Great Scott Financial Services

Name: Great Scott Financial Services — Great Scott, Form 5500 (2025)
Creator: Great Scott Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Great Scott Financial Services 401(k) Plan

401(k) retirement plan · Great Scott Financial Services' Great Scott Financial Services 401(k) Plan held $1.7M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Scott D. Seymour signed Great Scott Financial Services' 2025 Form 5500 as plan administrator.

Scott D. Seymour — 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

Great Scott Financial Services' EIN is 45-5078915.

EIN 45-5078915

Plan number 001

Plan year 2025

ACK ID 20260505085417NAL0001034304001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Great Scott Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Great Scott Financial Services' plan includes profit-sharing, 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 GREAT SCOTT FINANCIAL SERVICES.

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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