How big is Team Success a School of Excellence's plan?

Team Success a School of Excellence's plan reported $1.6M in assets and 142 participants for 2024.

Original filing (PDF)20260107092822NAL0008989824001

Team Success a School of Excellence

Name: Team Success a School of Excellence — Team Success, Form 5500 (2024)
Creator: Team Success a School of Excellence
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Team Success 401(k)

401(k) retirement plan · Team Success a School of Excellence's Team Success 401(k) held $1.6M in plan assets for 142 participants in 2024.

Signals · 1

No auditor on file

Active participants

142

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Cassandra Perez signed Team Success a School of Excellence's 2024 Form 5500 as plan administrator.

Cassandra Perez — 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

Team Success a School of Excellence's EIN is 59-3597540.

EIN 59-3597540

Plan number 001

Plan year 2024

ACK ID 20260107092822NAL0008989824001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Team Success a School of Excellence from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Team Success a School of Excellence's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TEAM SUCCESS A SCHOOL OF EXCELLENCE.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score