DEE DODD signed Next Point Capital Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Next Point Capital Corporation's EIN is 27-1808801.
Download the official 2024 Form 5500 (PDF) for Next Point Capital Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Next Point Capital Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFDS 2025 TARG DATE RET-R3 | Registered Investment Companies | — | — | $874K | 15.1% | |
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $707K | 12.3% | |
| AMERFDS 2015 TARG DATE RET-R3 346 REGISTERED INVESTMENT COMPANY MACQUARIE LG CAP GROWTH Y | Registered Investment Companies | — | — | $635K | 11.0% | |
| AMERICAN FUNDS AMER BAL FD- R3 | Registered Investment Companies | — | — | $389K | 6.7% | |
| AMER MUTUAL FND- R3 | Registered Investment Companies | — | — | $300K | 5.2% | |
| PUTNAM STABLE VALUE FUND 75 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $277K | 4.8% | |
| AMERFDS 2035 TARG DATE RET-R3 | Registered Investment Companies | — | — | $239K | 4.1% | |
| FIDELITY ADVISOR TOTAL BOND A | Registered Investment Companies | — | — | $215K | 3.7% | |
| AMERFDS 2050 TARG DATE RET-R3 | Registered Investment Companies | — | — | $186K | 3.2% | |
| AMERICAN INFLATION LINK BD R3 | Registered Investment Companies | — | — | $180K | 3.1% | |
| AMERFDS 2040 TARG DATE RET-R3 | Registered Investment Companies | — | — | $151K | 2.6% | |
| AMERFDS 2045 TARG DATE RET-R3 | Registered Investment Companies | — | — | $143K | 2.5% | |
| THORNBURG INTL EQUITY - R4 | Registered Investment Companies | — | — | $137K | 2.4% | |
| AMERFDS 2030 TARG DATE RET-R3 | Registered Investment Companies | — | — | $120K | 2.1% | |
| AMERCENT ONE CHOICE RETIRE A | Registered Investment Companies | — | — | $119K | 2.1% | |
| AMERFDS 2020 TARG DATE RET-R3 | Registered Investment Companies | — | — | $106K | 1.8% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $105K | 1.8% | |
| MACQUARIE SMID CAP CORE Y | Registered Investment Companies | — | — | $93K | 1.6% | |
| BLACKROCK TECH OPP - INV A | Registered Investment Companies | — | — | $90K | 1.6% | |
| AMF 2060 TARGET DATE RETIRE R3 | Registered Investment Companies | — | — | $78K | 1.4% | |
| BLK HEALTH SCI OPPORT PORT - A | Registered Investment Companies | — | — | $76K | 1.3% | |
| PARAMETRIC COMMODITY STRAT A | Registered Investment Companies | — | — | $75K | 1.3% | |
| GS MID CAP VALUE FUND - A | Registered Investment Companies | — | — | $75K | 1.3% | |
| GOLDMAN SACHS INTL EQ INC A | Registered Investment Companies | — | — | $53K | 0.9% | |
| AMERICAN FUNDS NEW WORLD-R3 | Registered Investment Companies | — | — | $53K | 0.9% | |
| FIDELITY ADV SMALL CAP VAL A | Registered Investment Companies | — | — | $51K | 0.9% | |
| AMERFDS 2010 TARG DATE RET-R3 | Registered Investment Companies | — | — | $49K | 0.8% | |
| MFS MID CAP VAL R3 | Registered Investment Companies | — | — | $37K | 0.6% | |
| MACQUARIE SMALL CAP CORE A | Registered Investment Companies | — | — | $26K | 0.4% | |
| AM FNDS U.S. GOVT SEC FND - R3 | Registered Investment Companies | — | — | $21K | 0.4% | |
| THORNBURG STRATEGIC INCOME R4 | Registered Investment Companies | — | — | $19K | 0.3% | |
| GS GQG PTNRS INTL OPP A | Registered Investment Companies | — | — | $12K | 0.2% | |
| AMERFDS 2055 TARG DATE RET-R3 | Registered Investment Companies | — | — | $9K | 0.2% | |
| BLK REAL ESTATE SECUR - SVC | Registered Investment Companies | — | — | $5K | <0.1% | |
| AMF 2065 TARGET DATE RETIRE R3 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 41-0746749 |
| — |
| INVESTMENT MANAGER |
| $20K |
| — |
| MORGAN STANLEY PRIVATE WEALTH MANAG | — | WASHINGTON, DC | ADVISOR | $0 | — |
