Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
McKenzie Scott PC
EIN 20-0696161Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$788K assets
Welfare
0
Participants
24
1350 COLUMBIA STREET, STE. 600 - SAN DIEGO, CA 92101619-794-0451
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $788K assets / 24 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MCKENZIE SCOTT PC CASH BALANCE DEFINED BENEFIT
Cash balance
Assets$443K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MCKENZIE SCOTT PC 401(K) PROFIT SHARING PLAN
401(k)
Assets$345K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MCKENZIE SCOTT PC CASH BALANCE DEFINED BENEFIT | Cash balance | $443K | 12 | 2025 | |
| 001 | MCKENZIE SCOTT PC 401(K) PROFIT SHARING PLAN | 401(k) | $345K | 12 | 2025 |
Retirement plans