Succession Capital, Inc. 401(k) Plan: Login, Facts & Contact Information
Succession Capital, Inc. 401(k) Login
51 former Succession Capital, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Succession Capital, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $3.65 million went into the plan in contributions, $1.22 million of it from the employer (34%).
- $3.35 million was paid out to participants.
- Investment and other income added $2.89 million.
- Administrative expenses were $162,432, about $398 per account.
How the Succession Capital, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 368 | $6.70 million | $101 | $1.30 million |
| 2020 | 526 | $9.83 million | $88,750 | $326,856 |
| 2021 | 523 | $12.0 million | $37,063 | $827,068 |
| 2022 | 547 | $11.5 million | $653,992 | $582,043 |
| 2023 | 564 | $16.6 million | $887,451 | $2.37 million |
| 2024 | 718 | $25.4 million | $1.22 million | $3.35 million |
Succession Capital, Inc. 401(k) Contact Information
Questions about the Succession Capital, Inc. 401(k)
Does Succession Capital, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.22 million, 34% of all contributions.
Does the Succession Capital, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Succession Capital, Inc 401(k) plan?
718 participants at the start of plan year 2024, 615 of them active employees, and 51 former employees who still had money in the plan.
What is the average 401(k) balance at Succession Capital, Inc?
About $62,174 per account: $25.4 million in plan assets across 408 accounts with a balance at the end of plan year 2024.
Who manages the Succession Capital, Inc 401(k) accounts?
Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Succession Capital, Inc. How do I access my 401(k)?
Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.