Succession Capital, Inc. 401(k) Plan
What public Form 5500 filings show about the Succession Capital, Inc. 401(k) plan — and how to find and check your own account.
The Succession Capital, Inc. 401(k) on its latest Form 5500
Succession Capital, Inc. (EIN 99-0378665) reports SUCCESSION CAPITAL, INC. 401(K) PLAN on its most recent Form 5500, with $31.6M in plan assets across 604 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Succession Capital, Inc. filing — schedules, fees, and providers.
Who runs the Succession Capital, Inc. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Succession Capital, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CBIZ, LPL ENTERPRISE, WEALTHSPIRE RETIREMENT ADVISORY, WILSHIRE ADVISORS, PEN FLEX.
How to check your Succession Capital, Inc. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask Succession Capital, Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).