How big is Success Through Referrals LLC's plan?

Success Through Referrals LLC's plan reported $253K in assets and 10 participants for 2024.

Original filing (PDF)20250605075626NAL0032889458001

Success Through Referrals LLC

Name: Success Through Referrals LLC — Success Through, Form 5500 (2024)
Creator: Success Through Referrals LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Success Through Referrals 401(k) Plan

401(k) retirement plan · Success Through Referrals LLC's Success Through Referrals 401(k) Plan held $253K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$253K

Net assets (EOY)

$253K

People on this filing

Timothy Roberts signed Success Through Referrals LLC's 2024 Form 5500 as plan administrator.

Timothy Roberts — 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

Success Through Referrals LLC's EIN is 47-5320531.

EIN 47-5320531

Plan number 001

Plan year 2024

ACK ID 20250605075626NAL0032889458001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Success Through Referrals LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Success Through Referrals 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 SUCCESS THROUGH REFERRALS 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

Knocking points off