How big is Success Advisors LLC's plan?

Success Advisors LLC's plan reported $25K in assets and 3 participants for 2024.

Original filing (PDF)20250411220358NAL0013042163078

Success Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Success Advisors 401(k) Plan

401(k) retirement plan · Success Advisors LLC's Success Advisors 401(k) Plan held $25K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

People on this filing

QIAN LIU signed Success Advisors LLC's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Success Advisors LLC's EIN is 99-0645020.

EIN 99-0645020

Plan number 001

Plan year 2024

ACK ID 20250411220358NAL0013042163078

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Success Advisors 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 SUCCESS ADVISORS 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