How big is Succeed ABA LLC's plan?

Succeed ABA LLC's plan reported $41K in assets and 5 participants for 2024.

Original filing (PDF)20250627181716NAL0005619427001

Succeed ABA LLC

Name: Succeed ABA LLC — Succeed ABA LLC Retirement Trust, Form 5500 (2024)
Creator: Succeed ABA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Succeed ABA LLC Retirement Trust

401(k) retirement plan · Succeed ABA LLC's Succeed ABA LLC Retirement Trust held $41K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$41K

Net assets (EOY)

$41K

People on this filing

Plan Sponsor signed Succeed ABA LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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 ABA LLC's EIN is 87-1919437.

EIN 87-1919437

Plan number 001

Plan year 2024

ACK ID 20250627181716NAL0005619427001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Succeed ABA 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 SUCCEED ABA LLC.

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

SUCCEED ABA LLC

EIN

all filings

Address

201 NORTH ILLINOIS STREET · 16TH FLOOR S TOWER · INDIANAPOLIS, IN · 46204

Phone

(848) 223-3427

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator