Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SCOTT E. ADAMS, D.P.M., INC.
EIN 20-4008739Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
35
310 S. HALCYON, SUITE 101 - ARROYO GRANDE, CA 93420805-481-0881
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 35 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
SCOTT E. ADAMS, D.P.M., INC. CASH BALANCE PLAN
CashBalance
Assets$5.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SCOTT E. ADAMS, D.P.M., INC. 401(K) PLAN
401k
Assets$926K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SCOTT E. ADAMS, D.P.M., INC. CASH BALANCE PLAN | CashBalance | $5.1M | 15 | 2025 | |
| 001 | SCOTT E. ADAMS, D.P.M., INC. 401(K) PLAN | 401k | $926K | 20 | 2025 |
Retirement plans