How big is Success Marketing Solutions, Inc.'s plan?

Success Marketing Solutions, Inc.'s plan reported $268K in assets and 1 participants for 2024.

Original filing (PDF)20251007122251NAL0002456819001

Success Marketing Solutions, Inc.

Name: Success Marketing Solutions, Inc. — Success Marketin, Form 5500 (2024)
Creator: Success Marketing Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Success Marketing Solutions, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Success Marketing Solutions, Inc.'s Success Marketing Solutions, Inc. 401(k) Profit Sharing Plan held $268K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$268K

Net assets (EOY)

$268K

Plan identifiers

Success Marketing Solutions, Inc.'s EIN is 77-0639580.

EIN 77-0639580

Plan number 001

Plan year 2024

ACK ID 20251007122251NAL0002456819001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Success Marketing Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SUCCESS MARKETING SOLUTIONS, INC.

EIN

all filings

Address

1932 GARDENSTONE COURT · WESTLAKE VILLAGE, CA · 91361

Phone

(818) 865-1267

Industry

Professional & Technical Services

Plan administrator