How big is To Scott LLC's plan?

To Scott LLC's plan reported $373K in assets and 21 participants for 2024.

Original filing (PDF)20250720200406NAL0001833442001

To Scott LLC

Name: To Scott LLC — To & Scott LLC 401(k), Form 5500 (2024)
Creator: To Scott LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

To & Scott LLC 401(k)

401(k) retirement plan · To Scott LLC's To & Scott LLC 401(k) held $373K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$373K

Net assets (EOY)

$373K

People on this filing

Nick Rice signed To Scott LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

To Scott LLC's EIN is 47-4850285.

EIN 47-4850285

Plan number 001

Plan year 2024

ACK ID 20250720200406NAL0001833442001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

To Scott LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TO SCOTT LLC

EIN

all filings

Address

555 PIER AVE STE D · HERMOSA BEACH, CA · 90254

Phone

(949) 903-9929

Industry

CPA Offices· Professional & Technical Services

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

2025-07-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

GREY Street Advisors LLC

$373K · 4 participants

Jason F. Clausen, P.C.

Jason F. Clausen, P.C. 401(k) P/S Plan

$373K · 8 participants

Sheldon MAY & Associates, PC

Sheldon MAY & Associates, PC 401(k) Plan

$374K · 11 participants

Jones and Tuggle, PLLC

Jones and Tuggle, PLLC 401(k) Plan

$374K · 2 participants

Mark M Kukla CPA LLC

Mark M Kukla CPA LLC 401(k) Profit Sharing Plan & Trust

$373K · 6 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.