Form 5500 Search

NBT CAPITAL MANAGEMENT

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
9
Active participants
2,143
Total plan assets
$268.9M
Filings (rows)
9
Direct comp
$138K
Indirect comp
$0

SERVICES PROVIDED

Other6
Advisor / Consultant3

Top plans served

All 9 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BACKLUND INVESTMENT CO
BACKLUND INVESTMENT CO PROFIT SHARING & 401(K) PLAN
PEORIA HEIGHTS, IL
Other
NONE
149$42.8M$0
BACKLUND INVESTMENT CO
BACKLUND INVESTMENT CO PROFIT SHARING & 401(K) PLAN
PEORIA HEIGHTS, IL
Other
NONE
146$38.5M$0
EPIC ENTERPRISES INC
EPIC CPF 401(K) PLAN
AYER, MA
Advisor / Consultant
ADVISOR
425$35.7M$19K
BACKLUND INVESTMENT CO
BACKLUND INVESTMENT CO PROFIT SHARING & 401(K) PLAN
PEORIA HEIGHTS, IL
Other
NONE
149$33.8M$0
EPIC ENTERPRISES, INC.
EPIC CPF 401(K) PLAN
AYER, MA
Advisor / Consultant
ADVISOR
442$32.5M$17K
EPIC ENTERPRISES, INC.
EPIC CPF 401(K) PLAN
AYER, MA
Advisor / Consultant
ADVISOR
356$28.2M$18K
HUMAN KINETICS, INC.
HUMAN KINETICS, INC. 401(K) PLAN
CHAMPAIGN, IL
Other
NONE
157$19.7M$30K
HUMAN KINETICS, INC.
HUMAN KINETICS, INC. 401(K) PLAN
CHAMPAIGN, IL
Other
NONE
159$19.6M$29K
HUMAN KINETICS, INC.
HUMAN KINETICS, INC. 401(K) PLAN
CHAMPAIGN, IL
Other
NONE
160$18.2M$25K
NBT CAPITAL MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search