NEXT CAPITAL
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
5
Active participants
3,673
Total plan assets
$6.1B
Filings (rows)
5
Direct comp
$21K
Indirect comp
$239K
Aggregating 3 name variants under "NEXT CAPITAL"
SERVICES PROVIDED
Other4
Advisor / Consultant1
Top plans served
All 5 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Other INVESTMENT MGR | — | $2.9B | $0 |
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Other INVESTMENT MGR | — | $2.8B | $0 |
| ORTHOMIDWEST, PLLC ORTHOMIDWEST, PLLC 401(K) RETIREMENT PLAN | ROCKFORD, IL | Other INV ADV, PARTICIPANTS | 1,773 | $190.4M | $13K |
| ORTHOMIDWEST, PLLC ORTHOMIDWEST, PLLC 401(K) RETIREMENT PLAN | ROCKFORD, IL | Advisor / Consultant INVESTMENT ADVISORY | 1,611 | $164.3M | $2K |
| APALACHEE CENTER, INC. APALACHEE CENTER, INC. RETIREMENT PLAN | TALLAHASSEE, FL | Other NONE | 289 | $12.1M | $6K |