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Sponsor portfolio

SCOTT ANDERTON

EIN 92-1436979-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$895K assets
Welfare
0
Participants
6
1216 ALEXANDRA COURT - ORLANDO, FL 32804407-230-4201
Plans on this EIN
2 filings
#002CashBalance-$721K - 3 part#001401k-$173K - 3 part

Retirement portfolio analytics

2 plans aggregated / $895K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • CASH BALANCE PLAN (#002)81%
  • SCOTT ANDERTON 401(K) (#001)19%
Total $895KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • SCOTT ANDERTON 401(K) (#001)3
Total 6Click 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 ANDERTON CASH BALANCE PLAN

CashBalance

Assets$721K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SCOTT ANDERTON 401(K) PLAN

401k

Assets$173K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SCOTT ANDERTON CASH BALANCE PLANCashBalance$721K32024
001SCOTT ANDERTON 401(K) PLAN401k$173K32024
Retirement plans
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