Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUCCESS BUSINESS INC.
EIN 27-1699658professional training & coachingLatest filing 2025
Plans
2
Retirement
2
$543K assets
Welfare
0
Participants
3
9520 BERGER ROAD, SUITE 212 - COLUMBIA, MD 21046240-888-8657successbusinessinc.comLinkedIn1-10 employeesprofessional training & coaching
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $543K assets / 3 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SUCCESS BUSINESS INC. CASH BALANCE PLAN
CashBalance
Assets$376K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SUCCESS BUSINESS INC. 401(K) PROFIT SHARING PLAN
401k
Assets$168K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SUCCESS BUSINESS INC. CASH BALANCE PLAN | CashBalance | $376K | 1 | 2025 | |
| 001 | SUCCESS BUSINESS INC. 401(K) PROFIT SHARING PLAN | 401k | $168K | 2 | 2025 |
Retirement plans