Filings through .
Next Financial Group Inc
Matched across 6 name variants in the filings
Next Financial Group Inc at a glance
Next Financial Group Inc appears on 30 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $921M in assets for 23,534 participants. The median client plan holds $17.5M. Most client plans are sponsored in MI, CA and TX. The largest clients by plan assets are Hagerty Insurance Agency, LLC, Sfi International (USA), Inc. and Daseke Companies, Inc.. Plans reported $685K in direct and indirect compensation paid to Next Financial Group Inc, a median of $14K per plan.
- Participants
- 23,534
- Median plan assets
- $17.5M
- Median plan participants
- 267
- Median fees per plan
- $14K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Hagerty Insurance Agency, LLC | MI | $202M | 2,131 |
| Sfi International (USA), Inc. | TX | $134M | 7,203 |
| Daseke Companies, Inc. | TX | $115M | 5,555 |
| Consumers Credit Union | MI | $63.8M | 542 |
| Sheet Metal Workers Local No 83 Annuity | NY | $49.9M | 347 |
| Plascore, Inc. | MI | $43.9M | 544 |
| SPS New England, Inc. | MA | $42.6M | 368 |
| Structural Concepts Corporation | MI | $36.1M | 574 |
| Allegiance Fundraising LLC | ND | $24.0M | 217 |
| MSSC, Inc. | MI | $22.0M | 122 |
| Flexcare LLC Dba Flexcare Medical Staffing | CA | $19.3M | 1,745 |
| Hudsonville Creamery and Ice Cream Company, LLC | MI | $18.3M | 350 |
| Lynch Management Company | FL | $17.7M | 164 |
| Grannas Brothers | PA | $17.6M | 130 |
| George Matick Chevrolet, Inc. | MI | $17.6M | 276 |
| Howard Miller Company | MI | $17.4M | 107 |
| Forest Health Services, LLC | MI | $15.4M | 174 |
| Association of Equipment Manufacturers | WI | $10.3M | 107 |
| Health and Life Organization Inc | CA | $9.2M | 283 |
| Donelan's Supermarkets, Inc. | MA | $8.9M | 203 |
| Prince Group, Inc. | NC | $8.8M | 138 |
| Novamatiq Inc. | IN | $8.6M | 198 |
| Baruch SLS | MI | $7.1M | 873 |
| Quality Metalcraft, Inc. | CA | $3.2M | 105 |
| Grider Support Services,llc | NY | $3.0M | 258 |
Top client states
- MI11 plans
- CA4 plans
- TX4 plans
- MA3 plans
- NY2 plans
Frequently asked questions
- Who uses Next Financial Group Inc?
- 30 retirement plans list Next Financial Group Inc as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Hagerty Insurance Agency, LLC, Sfi International (USA), Inc., Daseke Companies, Inc., Consumers Credit Union and Sheet Metal Workers Local No 83 Annuity. Most client plans are sponsored in MI, CA and TX.
- How many plans does Next Financial Group Inc serve?
- Next Financial Group Inc serves 30 retirement plans with $921M in plan assets and 23,534 participants, based on the latest Form 5500 filings through 2024.
- What does Next Financial Group Inc charge?
- Plans reported $685K in total Schedule C compensation paid to Next Financial Group Inc. The median plan paid $14K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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