How big is Scottsdale Wealth Advisory LLC's plan?

Scottsdale Wealth Advisory LLC's plan reported $56K in assets and 5 participants for 2024.

Original filing (PDF)20250530103136NAL0020991394001

Scottsdale Wealth Advisory LLC

Name: Scottsdale Wealth Advisory LLC — Form 5500 (2024)
Creator: Scottsdale Wealth Advisory LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Scottsdale Wealth Advisory LLC held $56K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

People on this filing

Brent Matthew signed Scottsdale Wealth Advisory LLC's 2024 Form 5500 as plan administrator.

Brent Matthew — 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

Scottsdale Wealth Advisory LLC's EIN is 81-4417997.

EIN 81-4417997

Plan number 001

Plan year 2024

ACK ID 20250530103136NAL0020991394001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Scottsdale Wealth Advisory 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 SCOTTSDALE WEALTH ADVISORY 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