How big is Succeed to LEAD LLC's plan?

Succeed to LEAD LLC's plan reported $1.2M in assets and 17 participants for 2023.

Original filing (PDF)20240701160654NAL0008402898001

Succeed to LEAD LLC

Name: Succeed to LEAD LLC — Succeed to LEAD LLC 401(k), Form 5500 (2023)
Creator: Succeed to LEAD LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Succeed to LEAD LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Succeed to LEAD LLC's Succeed to LEAD LLC 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 17 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Byron L. Cherry signed Succeed to LEAD LLC's 2023 Form 5500 as plan administrator.

Byron L. Cherry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Succeed to LEAD LLC's EIN is 26-0778113.

EIN 26-0778113

Plan number 001

Plan year 2023

ACK ID 20240701160654NAL0008402898001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Succeed to LEAD LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Succeed to LEAD LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUCCEED TO LEAD LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

SUCCEED TO LEAD LLC

EIN

all filings

Address

2525 POINTE CENTER CT STE 150 · DUMFRIES, VA · 220262280

Phone

(703) 398-1262

Industry

Finance & Insurance

Plan administrator