Plan Snapshot
- Plan Sponsor: Succession Institute LLC
- Sponsor EIN: 261263665
- Sponsor Address: 2603 PEARCE RD, AUSTIN, TX, 787304259
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 5
- Total Assets: $608,740
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 5 | $608,740 | $0 | $0 |
| 2024 | 4 | $453,463 | $29,014 | $85,694 |
| 2023 | 5 | $485,336 | $16,586 | $71,830 |
| 2022 | 4 | $344,838 | $17,518 | $68,236 |