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Sponsor portfolio

SCOTT AND SONS ELECTRIC

EIN 77-0358483-construction-Latest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
19
P.O. BOX 7886 - VENTURA, CA 93006805-642-8547LinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#002CashBalance-$4.2M - 9 part#001ProfitSharing-$1.7M - 10 part

Retirement portfolio analytics

2 plans aggregated / $6.0M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • DEFINED BENEFIT PENSION (#002)71%
  • PROFIT SHARING PLAN (#001)29%
Total $6.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)10
  • DEFINED BENEFIT PENSION (#002)9
Total 19Click 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

SCOTT AND SONS ELECTRIC DEFINED BENEFIT PENSION PLAN

CashBalance

Assets$4.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

SCOTT AND SONS ELECTRIC PROFIT SHARING PLAN

ProfitSharing

Assets$1.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SCOTT AND SONS ELECTRIC DEFINED BENEFIT PENSION PLANCashBalance$4.2M92024
001SCOTT AND SONS ELECTRIC PROFIT SHARING PLANProfitSharing$1.7M102025
Retirement plans
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