Elizabeth Frederick signed Criteria for Success' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Criteria for Success' EIN is 20-1250204.
Download the official 2023 Form 5500 (PDF) for Criteria for Success from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Criteria for Success' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).