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  2. LISA WESTCOTT, PC
Sponsor portfolio

LISA WESTCOTT, PC

EIN 27-0481477-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
6
9349 E. CALLE DE LAS BRISAS - SCOTTSDALE, AZ 85255480-229-3455
Plans on this EIN
2 filings
#002TraditionalDB-$2.5M - 2 part#001401k-$862K - 4 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • DEFINED BENEFIT PENSION (#002)74%
  • WESTCOTT, PC 401(K) (#001)26%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WESTCOTT, PC 401(K) (#001)4
  • DEFINED BENEFIT PENSION (#002)2
Total 6Click 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#002

LISA WESTCOTT, PC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$2.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LISA WESTCOTT, PC 401(K) PLAN

401k

Assets$862K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LISA WESTCOTT, PC DEFINED BENEFIT PENSION PLANTraditionalDB$2.5M22025
001LISA WESTCOTT, PC 401(K) PLAN401k$862K42025
Retirement plans
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