How big is Succession Lending, LLC's plan?

Succession Lending, LLC's plan reported $1.6M in assets and 16 participants for 2024.

Original filing (PDF)20251006150311NAL0003667009001

Succession Lending, LLC

Name: Succession Lending, LLC — Succession Lending Profit, Form 5500 (2024)
Creator: Succession Lending, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Succession Lending Profit Sharing Plan

401(k) retirement plan · Succession Lending, LLC's Succession Lending Profit Sharing Plan held $1.6M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Jason Besler signed Succession Lending, LLC's 2024 Form 5500 as plan administrator.

Jason Besler — 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

Succession Lending, LLC's EIN is 82-3807589.

EIN 82-3807589

Plan number 001

Plan year 2024

ACK ID 20251006150311NAL0003667009001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Succession Lending, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Succession Lending, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUCCESSION LENDING, 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

Helping the score