Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEXT CAPITAL MANAGEMENT, LLC
EIN 13-4044755financial servicesLatest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
36
ELEVEN TIME SQUARE, 15TH FL. - NEW YORK, NY 10036212-433-1111nextcapitalmgmt.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 36 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEXT CAPITAL MANAGEMENT, LLC 401(K) PLAN
401k
Assets$3.6M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NEXT CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEXT CAPITAL MANAGEMENT, LLC 401(K) PLAN | 401k | $3.6M | 20 | 2024 | |
| 002 | NEXT CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $1.3M | 16 | 2024 |
Retirement plans