Original filing (PDF)20250501112735NAL0003088177001

GREAT SCOTT FINANCIAL SERVICES

Name: GREAT SCOTT FINANCIAL SERVICES — GREAT SCOTT FINANCIAL SERVICES 401K PLAN, Form 5500 (2024)
Creator: GREAT SCOTT FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

GREAT SCOTT FINANCIAL SERVICES 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREAT SCOTT FINANCIAL SERVICES.

Plan sponsor

Name

GREAT SCOTT FINANCIAL SERVICES

EIN

45-5078915

Address

3101 EMRICK BLVD. · SUITE 317 · BETHLEHEM, PA · 08833

Phone

(610) 625-2777

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-01

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

KMAC CORPORATION

KMAC CORPORATION 401(K) PLAN

$1.4M · 2 participants

HEMSLEY ADVISORS, LTD.

HEMSLEY ADVISORS, LTD. CASH BALANCE PLAN

$1.4M · 4 participants

JFB SERVICES, LLC

JFB SERVICES, LLC 401(K) PLAN

$1.4M · 5 participants

CHRISTIAN CREDIT COUNSELORS, INC.

CHRISTIAN CREDIT COUNSELORS, INC. 403(B) RETIREMENT PLAN

$1.4M · 14 participants

CENTRAL ILLINOIS GROUP, LLC

CENTRAL ILLINOIS GROUP, LLC 401(K) PROFIT-SHARING PLAN & TRUST