Succession Capital, Inc. 401(k) Plan
Sponsored by Succession Capital, Inc. · EIN 990378665 · Plan #001
- Total assets
- $25.4M
- Net assets
- $25.4M
- Active participants
- 615
- With balances
- 408
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $139,752 |
| Pen Flex Inc | Contract administrator, Direct payment from the plan, Other services | $7,566 |
| Vpag Llc Dba Visionpoint | Investment advisory (plan) | $6,320 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $2,997 |
| The Finway Group Llc | Contract administrator | $2,044 |
| Empower Advisory Group | Investment management | $294 |
| San Diego Pension Consultants | Contract administrator | $240 |
| Prudential Insurance Agency Llc | Other services, Other commissions | $0 |
| Pruco Securities, Llc | Other services, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |