How big is Success for All Foundation, Inc.'s plan?

Success for All Foundation, Inc.'s plan reported $21.9M in assets and 73 participants for 2024.

Original filing (PDF)20251013085704NAL0000417027001

Success for All Foundation, Inc.

Name: Success for All Foundation, Inc. — Success for All, Form 5500 (2024)
Creator: Success for All Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Success for All Foundation, Inc. Retirement Plan

401(k) retirement plan · Success for All Foundation, Inc.'s Success for All Foundation, Inc. Retirement Plan held $21.9M in plan assets for 73 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

121

Plan assets (EOY)

$21.9M

Net assets (EOY)

$21.9M

People on this filing

PEG Weigel signed Success for All Foundation, Inc.'s 2024 Form 5500 as plan administrator.

PEG Weigel — 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 for All Foundation, Inc.'s EIN is 52-2061820.

EIN 52-2061820

Plan number 001

Plan year 2024

ACK ID 20251013085704NAL0000417027001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Success for All Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Success for All Foundation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUCCESS FOR ALL FOUNDATION, INC..

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How this plan invests

This plan

49 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

SUCCESS FOR ALL FOUNDATION, INC.

EIN

all filings

Address

300 E. JOPPA ROAD · SUITE 500 · BALTIMORE, MD · 21286

Phone

(410) 616-2320

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

SC&H ATTEST SERVICES, P.C.

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

49 direct securities· $21.8M(100% of reported assets)

Other securities

$15.6M

37 holdings

Mutual Funds

$2.8M

8 holdings

Common Collective Trusts

$2.2M

1 holding

Cash / Money Market

$1.2M

2 holdings

U.S. Treasuries

$52K

1 holding

					% of plan
JP Morgan Large Cap Growth Fund R6 Interest in registered investment companies XX	Other securities	—	—	$4.3M	19.7%
T. Rowe Price Equity Index 500 Interest in registered investment companies XX	Common Collective Trusts	—	—	$2.2M	10.0%
Putnam Global Technology Y Interest in registered investment companies XX	Mutual Funds	—	—	$2.1M	9.4%
T. Rowe Price Mid-Cap Growth Interest in registered investment companies XX	Other securities	—	—	$1.5M	7.1%
T. Rowe Price New Horizons Interest in registered investment companies XX	Other securities	—	—	$1.5M	6.9%
T. Rowe Price Communication and Technology Interest in registered investment companies XX	Other securities	—	—	$1.2M	5.5%
T. Rowe Price Government Money Fund Interest bearing cash XX	Cash / Money Market	—	—	$1.1M	5.2%
T. Rowe Price Dividend Growth Interest in registered investment companies XX	Other securities	—	—	$962K	4.4%
T. Rowe Price Retirement 2025 Interest in registered investment companies XX	Other securities	—	—	$828K	3.8%
T. Rowe Price Value Interest in registered investment companies XX	Other securities	—	—	$659K	3.0%
T. Rowe Price Health Sciences Interest in registered investment companies XX	Other securities	—	—	$587K	2.7%
T. Rowe Price Retirement 2040 Interest in registered investment companies XX	Other securities	—	—	$501K	2.3%
T. Rowe Price Balanced Interest in registered investment companies XX	Other securities	—	—	$402K	1.8%
T. Rowe Price Retirement 2045 Interest in registered investment companies XX	Other securities	—	—	$386K	1.8%
T. Rowe Price Capital Appreciation Interest in registered investment companies XX	Other securities	—	—	$361K	1.6%
Fidelity International Capital Appreciation Interest in registered investment companies XX	Mutual Funds	—	—	$348K	1.6%
T. Rowe Price Retirement 2035 Interest in registered investment companies XX	Other securities	—	—	$327K	1.5%
T. Rowe Price Mid-Cap Value Interest in registered investment companies XX	Other securities	—	—	$292K	1.3%
Columbia Small Cap Index, A Interest in registered investment companies XX	Other securities	—	—	$275K	1.3%
T. Rowe Price Retirement 2030 Interest in registered investment companies XX	Other securities	—	—	$257K	1.2%
American Funds New World R4 Interest in registered investment companies XX	Mutual Funds	—	—	$226K	1.0%
T. Rowe Price International Discovery Interest in registered investment companies XX	Other securities	—	—	$147K	0.7%
Cohen & Steers Real Estate Securities Interest in registered investment companies XX	Other securities	—	—	$128K	0.6%
T. Rowe Price Retirement 2020 Interest in registered investment companies XX	Other securities	—	—	$119K	0.5%
T. Rowe Price Personal Strategy Growth Interest in registered investment companies XX	Other securities	—	—	$102K	0.5%
T. Rowe Price Global Stock Interest in registered investment companies XX	Other securities	—	—	$102K	0.5%
Prudential High Yield Z Interest in registered investment companies XX	Other securities	—	—	$87K	0.4%
maturing at various dates through July 2029 $ -	Other securities	—	—	$83K	0.4%
T. Rowe Price Retirement 2050 Interest in registered investment companies XX	Other securities	—	—	$81K	0.4%
Fidelity Select Insurance Portfolio Interest in registered investment companies XX	Mutual Funds	—	—	$79K	0.4%
T. Rowe Price Emerging Markets Bond Interest in registered investment companies XX	Other securities	—	—	$74K	0.3%
T. Rowe Price Retirement 2055 Interest in registered investment companies XX	Other securities	—	—	$58K	0.3%
JP Morgan Government Bond I Interest in registered investment companies XX	U.S. Treasuries	—	—	$52K	0.2%
T. Rowe Price Retirement 2065 Interest in registered investment companies XX	Other securities	—	—	$51K	0.2%
T. Rowe Price QM US Bond Index Interest in registered investment companies XX	Other securities	—	—	$45K	0.2%
DFA International Value I Interest in registered investment companies XX	Mutual Funds	—	—	$41K	0.2%
Dreyfus Natural Resources I Interest in registered investment companies XX	Mutual Funds	—	—	$35K	0.2%
Thornburg Limited Term Income R5 Interest in registered investment companies XX	Other securities	—	—	$33K	0.1%
T. Rowe Price Corporate Income Interest in registered investment companies XX	Other securities	—	—	$29K	0.1%
Prudential Global Total Return Z Interest in registered investment companies XX	Other securities	—	—	$27K	0.1%
American Funds Inflation BD R6 Interest in registered investment companies XX	Mutual Funds	—	—	$26K	0.1%
PIMCO Extended Duration Fund Institutional Class Interest in registered investment companies XX	Mutual Funds	—	—	$23K	0.1%
T. Rowe Price Government Money Fund Non interest bearing cash XX	Cash / Money Market	—	—	$21K	<0.1%
T. Rowe Price Spectrum International Fund Interest in registered investment companies XX	Other securities	—	—	$11K	<0.1%
T. Rowe Price Personal Strategy Balanced Interest in registered investment companies XX	Other securities	—	—	$5K	<0.1%
Principal Mid Cap S&P 400 Index I Interest in registered investment companies XX	Other securities	—	—	$4K	<0.1%
carrier that is regulated, supervised, and subject to periodic examination by a state or federal agency, that prepared and certified the statements or information regarding assets so held in accordance with 29 CFR 2520.103-5. Our	Other securities	—	—	$3K	<0.1%
T. Rowe Price Retirement 2060 Interest in registered investment companies XX	Other securities	—	—	$2K	<0.1%
T. Rowe Price Retirement 2015 Interest in registered investment companies XX	Other securities	—	—	$2K	<0.1%