How big is Scott Capital Advisors, LLC's plan?

Scott Capital Advisors, LLC's plan reported $3.6M in assets and 9 participants for 2024.

Original filing (PDF)20250404134129NAL0019526096001

Scott Capital Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Scott Capital Advisors 401(k) Retirement Plan

401(k) retirement plan · Scott Capital Advisors, LLC's Scott Capital Advisors 401(k) Retirement Plan held $3.6M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Jennifer Scott signed Scott Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Jennifer 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 Capital Advisors, LLC's EIN is 84-4636104.

EIN 84-4636104

Plan number 001

Plan year 2024

ACK ID 20250404134129NAL0019526096001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Scott Capital Advisors, LLC's plan includes 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 CAPITAL ADVISORS, 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

Knocking points off