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Sponsor portfolio

BASHAM & SCOTT, LLC

EIN 06-1819815-law practice-Latest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
102
14 MAINE STREET, SUITE 413 - BRUNSWICK, ME 04011207-208-8807bashamscott.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$2.7M - 63 part#002CashBalance-$1.1M - 39 part

Retirement portfolio analytics

2 plans aggregated / $3.8M assets / 102 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • SCOTT, LLC 401(K) (#001)72%
  • CASH BALANCE PLAN (#002)28%
Total $3.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SCOTT, LLC 401(K) (#001)63
  • CASH BALANCE PLAN (#002)39
Total 102Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BASHAM & SCOTT, LLC 401(K) PLAN

401k

Assets$2.7M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BASHAM & SCOTT, LLC CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BASHAM & SCOTT, LLC 401(K) PLAN401k$2.7M632024
002BASHAM & SCOTT, LLC CASH BALANCE PLANCashBalance$1.1M392024
Retirement plans
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