Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J. SCOTT NOONEY, LLC DBA THE LAW OFFICES OF NOONEY, ROBERTS, HEWETT &
EIN 27-4732366Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
32
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 32 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#001
J. SCOTT NOONEY RETIREMENT SAVINGS PLAN
401k
Assets$4.9M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
J. SCOTT NOONEY CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J. SCOTT NOONEY RETIREMENT SAVINGS PLAN | 401k | $4.9M | 21 | 2024 | |
| 002 | J. SCOTT NOONEY CASH BALANCE PLAN | CashBalance | $2.0M | 11 | 2024 |
Retirement plans