How big is Peter Succoso's plan?

Peter Succoso's plan reported $381K in assets and 2 participants for 2024.

Original filing (PDF)20251015120322NAL0009474418001

Peter Succoso

Name: Peter Succoso — Peter Succoso 401(k) Plan, Form 5500 (2024)
Creator: Peter Succoso
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peter Succoso 401(k) Plan

401(k) retirement plan · Peter Succoso's Peter Succoso 401(k) Plan held $381K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$381K

Net assets (EOY)

$381K

Plan identifiers

Peter Succoso's EIN is 82-3964478.

EIN 82-3964478

Plan number 001

Plan year 2024

ACK ID 20251015120322NAL0009474418001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peter Succoso from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peter Succoso's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PETER SUCCOSO

EIN

all filings

Address

722 YORKLYN ROAD, SUITE 300 · HOCKESSIN, DE · 19707

Phone

(302) 235-1284

Industry

Finance & Insurance

Plan administrator