PEN Flex

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

2,277

Total plan assets

$85.1M

Filings (rows)

Direct comp

$18K

Indirect comp

$28K

SERVICES PROVIDED

TPA / Administrator4

Plans served

All 4 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Succession Capital, Inc. Succession Capital, Inc. 401(k) Plan · all filings	LA JOLLA, CA	TPA / Administrator	604	$31.6M	$3K	$6K
Succession Capital, Inc. Succession Capital, Inc. 401(k) Plan · all filings	LA JOLLA, CA	TPA / Administrator	615	$25.4M	$8K	$10K
Succession Capital, Inc. Succession Capital, Inc. 401(k) Plan · all filings	LA JOLLA, CA	TPA / Administrator	546	$16.6M	$5K	$6K
Succession Capital, Inc. Succession Capital, Inc. 401(k) Plan · all filings	LA JOLLA, CA	TPA / Administrator	512	$11.5M	$2K	$5K