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

Active participants

2,143

Total plan assets

$268.9M

Filings (rows)

Direct comp

$138K

Indirect comp

SERVICES PROVIDED

Investment manager6

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Backlund Investment Co Backlund Investment Co Profit Sharing & 401(k) Plan · all filings	PEORIA HEIGHTS, IL	Investment manager	149	$42.8M	$0	$0
Backlund Investment Co Backlund Investment Co Profit Sharing & 401(k) Plan · all filings	PEORIA HEIGHTS, IL	Investment manager	146	$38.5M	$0	$0
Epic Enterprises Inc. Epic CPF 401(k) Plan · all filings	AYER, MA	Advisor / Consultant	425	$35.7M	$19K	$0
Backlund Investment Co Backlund Investment Co Profit Sharing & 401(k) Plan · all filings	PEORIA HEIGHTS, IL	Investment manager	149	$33.8M	$0	$0
Epic Enterprises, Inc. Epic CPF 401(k) Plan · all filings	AYER, MA	Advisor / Consultant	442	$32.5M	$17K	$0
Epic Enterprises, Inc. Epic CPF 401(k) Plan · all filings	AYER, MA	Advisor / Consultant	356	$28.2M	$18K	$0
Human Kinetics, Inc. Human Kinetics, Inc. 401(k) Plan · all filings	CHAMPAIGN, IL	Investment manager	157	$19.7M	$30K	$0
Human Kinetics, Inc. Human Kinetics, Inc. 401(k) Plan · all filings	CHAMPAIGN, IL	Investment manager	159	$19.6M	$29K	$0
Human Kinetics, Inc. Human Kinetics, Inc. 401(k) Plan · all filings	CHAMPAIGN, IL	Investment manager	160	$18.2M	$25K	$0