PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GRETCHEN SCOTT LLC
Sponsor portfolio

GRETCHEN SCOTT LLC

EIN 13-4192927-retail-Latest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
100
143 SPARKS AVENUE - PELHAM, NY 10803914-663-8600LinkedIn51-200 employeesretail
Plans on this EIN
2 filings
#003CashBalance-$2.4M - 15 part#001401k-$2.2M - 85 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 100 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • PLAN AND TRUST (#003)52%
  • SCOTT, LLC 401(K) (#001)48%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SCOTT, LLC 401(K) (#001)85
  • PLAN AND TRUST (#003)15
Total 100Click 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#003

GRETCHEN SCOTT LLC CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$2.4M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GRETCHEN SCOTT, LLC 401(K) PLAN

401k

Assets$2.2M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003GRETCHEN SCOTT LLC CASH BALANCE PENSION PLAN AND TRUSTCashBalance$2.4M152024
001GRETCHEN SCOTT, LLC 401(K) PLAN401k$2.2M852024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica