How big is Succeed Inc.'s plan?

Succeed Inc.'s plan reported $552K in assets and 2 participants for 2023.

Original filing (PDF)20241015184847NAL0015275779001

Succeed Inc.

Name: Succeed Inc. — Succeed Inc. Defined Benefit Plan, Form 5500 (2023)
Creator: Succeed Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Succeed Inc. Defined Benefit Plan

Defined-benefit pension plan · Succeed Inc.'s Succeed Inc. Defined Benefit Plan held $552K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$552K

Net assets (EOY)

$552K

People on this filing

Benzion Steinfeld signed Succeed Inc.'s 2023 Form 5500 as plan administrator.

Benzion Steinfeld — 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

Succeed Inc.'s EIN is 86-2510689.

EIN 86-2510689

Plan number 001

Plan year 2023

ACK ID 20241015184847NAL0015275779001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Succeed Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Succeed Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score