Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SC3F WEALTH MANAGEMENT GROUP, LLC
EIN 85-1207737Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$8.4M assets
Welfare
0
Participants
71
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.4M assets / 71 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
SC3F WEALTH MANAGEMENT, LLC 401(K) PLAN
401k
Assets$6.7M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SC3F WEALTH MANAGEMENT GROUP, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.7M
Participants36
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 | SC3F WEALTH MANAGEMENT, LLC 401(K) PLAN | 401k | $6.7M | 35 | 2025 | |
| 002 | SC3F WEALTH MANAGEMENT GROUP, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.7M | 36 | 2025 |
Retirement plans