Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FREDERICK T. SCRUGGS, JR. D/B/A FINANCIAL DESIGNS
EIN 54-1326454Finance and InsuranceLatest filing 2024
Plans
3
Retirement
3
$1.9M assets
Welfare
0
Participants
19
1116 VISTA PARK DRIVE, SUITE A - FOREST, VA 24551434-528-5452
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.9M assets / 19 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
FINANCIAL DESIGNS 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.1M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FINANCIAL DESIGNS 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$810K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FINANCIAL DESIGNS CASH BALANCE PENSION PLAN
CashBalance
Assets$237
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FINANCIAL DESIGNS 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.1M | 17 | 2024 | |
| 002 | FINANCIAL DESIGNS 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $810K | 1 | 2024 | |
| 003 | FINANCIAL DESIGNS CASH BALANCE PENSION PLAN | CashBalance | $237 | 1 | 2024 |
Retirement plans