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Sponsor portfolio

NEXTCAP SEARCH, LLC

EIN 83-3868983-Agriculture, Forestry, Fishing and Hunting-Latest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
10
110 E 42ND ST RM 1506 - NEW YORK, NY 100178533917-526-2899
Plans on this EIN
2 filings
#002CashBalance-$1.1M - 5 part#001401k-$964K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • CASH BALANCE PLAN (#002)53%
  • SAVINGS RETIREMENT PLAN (#001)47%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • SAVINGS RETIREMENT PLAN (#001)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NEXTCAP SEARCH, LLC CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NEXTCAP SEARCH, LLC 401(K) SAVINGS RETIREMENT PLAN

401k

Assets$964K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NEXTCAP SEARCH, LLC CASH BALANCE PLANCashBalance$1.1M52024
001NEXTCAP SEARCH, LLC 401(K) SAVINGS RETIREMENT PLAN401k$964K52024
Retirement plans
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