Original filing (PDF)20231229095451NAL0015597088001

SUCCESSFUL RETIREMENT, INC.

Name: SUCCESSFUL RETIREMENT, INC. — SUCCESSFUL RETIREMENT, INC. MCF BENEFIT PLAN, Form 5500 (2022)
Creator: SUCCESSFUL RETIREMENT, INC.

Form 5500-SF

FILING_RECEIVED

SUCCESSFUL RETIREMENT, INC. MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUCCESSFUL RETIREMENT, INC..

Plan sponsor

Name

SUCCESSFUL RETIREMENT, INC.

DBA

DIVERSIFIED SOLUTIONS, LLC

EIN

43-1756820

Address

1251 NW BRIARCLIFF PKWY · STE 140 · KANSAS CITY, MO · 64116

Phone

(816) 984-8620

Industry

Finance & Insurancesee all

Plan administrator

Name

BRENDAN COSSETTE

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-06-01

Tax period

2023-05-31

Filed

2023-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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