Sponsor portfolio
SCOTT & MCCAULEY INSURANCE AGENCY LLC
EIN 85-3031169Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$244K assets
Welfare
0
Participants
10
2 RITZ CARLTON DRIVE, SUITE 204 - DANA POINT, CA 92629949-503-1953
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SCOTT & MCCAULEY INSURANCE AGENCY LLC 401(K) PLAN | 401k | $244K | 10 | 2025 |
Retirement plans