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Sponsor portfolio

SCOTT GRIFFIN FINANCIAL INC

EIN 81-5201458-financial services-Latest filing 2024
Plans
3
Retirement
3
$993K assets
Welfare
0
Participants
12
2121 AVENUE OF THE STARS, STE 800 - STUDIO CITY, CA 91604310-801-8970scottgriffin.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filings
#002TraditionalDB-$757K - 3 part#001401k-$211K - 5 part#003ProfitSharing-$26K - 4 part

Retirement portfolio analytics

3 plans aggregated / $993K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • DEFINED BENEFIT PENSION (#002)76%
  • INC 401K PLAN (#001)21%
  • PROFIT SHARING PLAN (#003)3%
Total $993KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC 401K PLAN (#001)5
  • PROFIT SHARING PLAN (#003)4
  • DEFINED BENEFIT PENSION (#002)3
Total 12Click 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 GRIFFIN FINANCIAL INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$757K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SCOTT GRIFFIN FINANCIAL INC 401K PLAN

401k

Assets$211K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SCOTT GRIFFIN FINANCIAL, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$26K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002SCOTT GRIFFIN FINANCIAL INC. DEFINED BENEFIT PENSION PLANTraditionalDB$757K32024
001SCOTT GRIFFIN FINANCIAL INC 401K PLAN401k$211K52024
003SCOTT GRIFFIN FINANCIAL, INC. PROFIT SHARING PLANProfitSharing$26K42024
Retirement plans
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