Form 5500 Search

Succession Capital, Inc.

EIN 99-0378665LA JOLLA, CA

Succession Capital, Inc. (EIN 99-0378665) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $25.4M in plan assets and 615 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
1
Participants
615
Total assets
$25.4M
A Succession Capital, Inc. employee? See the Succession Capital, Inc. 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 99-0378665

Form 5500 search →
PlanPlan #ParticipantsAssets
Succession Capital, Inc. 401(k) Plan001615$25.4M

Service providers reported by Succession Capital, Inc.

PRUCO SECURITIESSAN DIEGO PENSION CONSULTANTSFINWAY GROUPPRUDENTIAL INSURANCE AGENCYVPAG DBA VISIONPOINTEMPOWER ADVISORY GROUPEMPOWER ANNUITY INSURANCE CO OF AMEWILSHIRE ADVISORS

Providers are read from the Schedule C service-provider disclosures across this employer’s filings.

About this EIN

99-0378665 is the Employer Identification Number (EIN) Succession Capital, Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.

Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?