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  1. Companies/
  2. Succession Capital, Inc.

Filings through Oct 24, 2026.

Succession Capital, Inc.

EIN 99-0378665-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$31.6M assets
Health & Benefits
0
Participants
677
366 FORWARD STREET, SUITE A - LA JOLLA, CA 92037416-323-3512LinkedIn1-10 employees
Plans on this EIN
1 filing
#001401(k)-$31.6M - 677 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SUCCESSION CAPITAL, INC. 401(K) PLAN

401(k)

Assets$31.6M
Participants677
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SUCCESSION CAPITAL, INC. 401(K) PLAN401(k)$31.6M6772025
  • SUCCESSION CAPITAL, INC. 401(K) PLAN$31.6M
    #001 · 401(k) · 2025677
Retirement plans
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