Assets by plan
Share of aggregate retirement assets
Filings through .
Scott Adam Designs, Inc.
EIN 13-2963550designLatest filing 2025
Plans
4
Retirement
4
$18.4M assets
Health & Benefits
0
Participants
54
118 EAST 25TH STREET, 11TH FLOOR - NEW YORK, NY 10010212-420-8866scottadamdesigns.comLinkedIn11-50 employeesdesign
Retirement portfolio analytics
4 plans aggregated / $18.4M assets / 54 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
SCOTT ADAM DESIGNS, INC. PROFIT SHARING PLAN
Profit-sharing
Assets$10.7M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
SCOTT ADAM DESIGNS, INC. PENSION PLAN
Traditional DB
Assets$4.9M
Participants18
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006
SCOTT ADAM DESIGNS, INC. 401(K) PLAN
401(k)
Assets$1.7M
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#007
SCOTT ADAM DESIGNS, INC. PROFIT SHARING PLAN II
Profit-sharing
Assets$1.1M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | SCOTT ADAM DESIGNS, INC. PROFIT SHARING PLAN | Profit-sharing | $10.7M | 11 | 2025 |
| #005 | SCOTT ADAM DESIGNS, INC. PENSION PLAN | Traditional DB | $4.9M | 18 | 2025 |
| #006 | SCOTT ADAM DESIGNS, INC. 401(K) PLAN | 401(k) | $1.7M | 14 | 2025 |
| #007 | SCOTT ADAM DESIGNS, INC. PROFIT SHARING PLAN II | Profit-sharing | $1.1M | 11 | 2025 |
- #004 · Profit-sharing · 202511
- #005 · Traditional DB · 202518
- #006 · 401(k) · 202514
- #007 · Profit-sharing · 202511
Retirement plans