Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DALE SCOTT & CO., INC.
EIN 94-3033425financial servicesLatest filing 2024
Plans
2
Retirement
2
$10.1M assets
Welfare
0
Participants
26
548 MARKET ST, #44410 - SAN FRANCISCO, CA 94104415-956-1030dalescott.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.1M assets / 26 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#004
DALE SCOTT & CO., INC. PROFIT SHARING PLAN
401k
Assets$8.9M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
DALE SCOTT & CO., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | DALE SCOTT & CO., INC. PROFIT SHARING PLAN | 401k | $8.9M | 18 | 2024 | |
| 005 | DALE SCOTT & CO., INC. CASH BALANCE PENSION PLAN | CashBalance | $1.2M | 8 | 2024 |
Retirement plans