How big is Succinct Inc.'s plan?

Succinct Inc.'s plan reported $516K in assets and 26 participants for 2025.

Original filing (PDF)20260429220313NAL0024983778046

Succinct Inc.

Name: Succinct Inc. — Succinct 401(k) Plan, Form 5500 (2025)
Creator: Succinct Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Succinct 401(k) Plan

401(k) retirement plan · Succinct Inc.'s Succinct 401(k) Plan held $516K in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$516K

Net assets (EOY)

$516K

Plan identifiers

Succinct Inc.'s EIN is 35-2774850.

EIN 35-2774850

Plan number 001

Plan year 2025

ACK ID 20260429220313NAL0024983778046

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Succinct Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Succinct Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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