Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROY E. SCOTT, DDS, INC.
EIN 31-1566743Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$1.3M assets
Welfare
1
Participants
23
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 23 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
ROY E. SCOTT, DDS 401(K) PROFIT SHARING PLAN
401k
Assets$679K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROY E SCOTT, DDS CASH BALANCE PLAN
CashBalance
Assets$634K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROY E SCOTT, DDS, INC. SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROY E. SCOTT, DDS 401(K) PROFIT SHARING PLAN | 401k | $679K | 14 | 2025 | |
| 002 | ROY E SCOTT, DDS CASH BALANCE PLAN | CashBalance | $634K | 9 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROY E SCOTT, DDS, INC. SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans