How big is SC3F Wealth Management Group, LLC's plan?

SC3F Wealth Management Group, LLC's plan reported $1.2M in assets and 31 participants for 2024.

Original filing (PDF)20250605123311NAL0008477603001

SC3F Wealth Management Group, LLC

Name: SC3F Wealth Management Group, LLC — SC3F Wealth, Form 5500 (2024)
Creator: SC3F Wealth Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SC3F Wealth Management Group, LLC Cash Balance Pension Plan

Defined-benefit pension plan · SC3F Wealth Management Group, LLC's SC3F Wealth Management Group, LLC Cash Balance Pension Plan held $1.2M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Gary Swearingen signed SC3F Wealth Management Group, LLC's 2024 Form 5500 as plan administrator.

Gary Swearingen — 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

SC3F Wealth Management Group, LLC's EIN is 85-1207737.

EIN 85-1207737

Plan number 002

Plan year 2024

ACK ID 20250605123311NAL0008477603001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SC3F Wealth Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SC3F Wealth Management Group, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SC3F WEALTH MANAGEMENT GROUP, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score