Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUCCESS & BEYOND, INC.
EIN 82-1944514Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$812K assets
Welfare
0
Participants
4
1142 S. DIAMOND BAR BLVD., #939 - DIAMOND BAR, CA 91765626-831-1762
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $812K assets / 4 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#001
SUCCESS & BEYOND, INC. RETIREMENT PLAN
401k
Assets$697K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SUCCESS & BEYOND, INC. PENSION PLAN
TraditionalDB
Assets$116K
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 | |
|---|---|---|---|---|---|---|
| 001 | SUCCESS & BEYOND, INC. RETIREMENT PLAN | 401k | $697K | 2 | 2024 | |
| 002 | SUCCESS & BEYOND, INC. PENSION PLAN | TraditionalDB | $116K | 2 | 2024 |
Retirement plans