Original filing (PDF)20250522123946NAL0004534048001

SUCCESS STRATEGIES INSTITUTE, INC

Name: SUCCESS STRATEGIES INSTITUTE, INC — SSI 401(K) PLAN, Form 5500 (2024)
Creator: SUCCESS STRATEGIES INSTITUTE, INC

Form 5500-SF

FILING_RECEIVED

SSI 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$643K

Net assets (EOY)

$643K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUCCESS STRATEGIES INSTITUTE, INC.

Plan sponsor

Name

SUCCESS STRATEGIES INSTITUTE, INC

EIN

90-0289440

Address

6 HUTTON CENTRE DRIVE, SUITE 900 · SANTA ANA, CA · 92707

Phone

(949) 579-1209

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

PENTEGRA SERVICES, INC

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(844) 367-2848

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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