Assets by plan
Share of aggregate retirement assets
Filings through .
Lisa Westcott, PC
EIN 27-0481477Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Health & Benefits
0
Participants
6
9349 E. CALLE DE LAS BRISAS - SCOTTSDALE, AZ 85255480-229-3455
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 6 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#002
LISA WESTCOTT, PC DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$2.5M
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
LISA WESTCOTT, PC 401(K) PLAN
401(k)
Assets$862K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | LISA WESTCOTT, PC DEFINED BENEFIT PENSION PLAN | Traditional DB | $2.5M | 2 | 2025 |
| #001 | LISA WESTCOTT, PC 401(K) PLAN | 401(k) | $862K | 4 | 2025 |
- #002 · Traditional DB · 20252
- #001 · 401(k) · 20254
Retirement plans