Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
SCOTT E. DAVIS, P.C.
EIN 86-1002981Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
11
24654 N. LAKE PLEASANT PKWY., SUITE 103-467 - PEORIA, AZ 85383602-482-4300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 11 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#002
SCOTT E. DAVIS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$2.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SCOTT E. DAVIS P.C. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SCOTT E. DAVIS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $2.7M | 6 | 2024 | |
| 003 | SCOTT E. DAVIS P.C. CASH BALANCE PLAN | CashBalance | $1.3M | 5 | 2024 |
Retirement plans