How big is Scott Wealth Management, LLC's plan?

Scott Wealth Management, LLC's plan reported $4.1M in assets and 5 participants for 2025.

Original filing (PDF)20260227150636NAL0001223026001

Scott Wealth Management, LLC

Name: Scott Wealth Management, LLC — Scott Wealth, Form 5500 (2025)
Creator: Scott Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scott Wealth Management 401(k) Plan

401(k) retirement plan · Scott Wealth Management, LLC's Scott Wealth Management 401(k) Plan held $4.1M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Robert Scott signed Scott Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Robert Scott — 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 Wealth Management, LLC's EIN is 54-2082315.

EIN 54-2082315

Plan number 001

Plan year 2025

ACK ID 20260227150636NAL0001223026001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Scott Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Scott Wealth Management, LLC's 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 SCOTT WEALTH MANAGEMENT, LLC.

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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