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

Scott Wealth Planning, LLC's plan reported $347K in assets and 2 participants for 2024.

Original filing (PDF)20250707144527NAL0003895089001

Scott Wealth Planning, LLC

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

Form 5500-SF

FILING_RECEIVED

Scott Wealth Planning 401(k) Plan

401(k) retirement plan · Scott Wealth Planning, LLC's Scott Wealth Planning 401(k) Plan held $347K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$347K

Net assets (EOY)

$347K

People on this filing

Ryan Scott signed Scott Wealth Planning, LLC's 2024 Form 5500 as plan administrator.

Ryan 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 Planning, LLC's EIN is 84-3099360.

EIN 84-3099360

Plan number 001

Plan year 2024

ACK ID 20250707144527NAL0003895089001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Scott Wealth Planning, 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 SCOTT WEALTH PLANNING, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

SCOTT WEALTH PLANNING, LLC

EIN

all filings

Address

3812 EIGHTH STREET NORTH · SUITE 100 · ST. CLOUD, MN · 563031417

Phone

(320) 253-2730

Industry

Finance & Insurance

Plan administrator