Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › Next Financial Group Inc
Next Financial Group Inc
- Service provider, as named on Schedule C
- EIN 541900002
- Plan year 2024
- Direct compensation reported $235,117
Assets of those plans
$636,202,757
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$235,117
17% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 99 | Other fees | 12 |
| 27 | Investment advisory (plan) | 11 |
| 49 | Other services | 6 |
| 55 | Other commissions | 6 |
| 16 | Consulting (general) | 1 |
| 70 | Consulting fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Hagerty Insurance Agency, LLC Employee' 401(k) Plan | Hagerty Insurance Agency | $162,551,085 | 2,018 | $0 |
| Daseke, Inc. 401(k) Retirement Plan | Daseke | $115,175,963 | 2,197 | $113,613 |
| Consumers Credit Union 401(k) Savings Plan | Consumers Credit Union | $50,207,505 | 494 | $0 |
| Berry Contracting, Inc. Employee Profit Sharing Plan & Trust | Berry GP Inc. D/B/A/ Berry Contracting | $47,641,885 | 618 | $111,354 |
| The Matcor - Matsu Retirement Savings Plan | Matcor Automotive (michigan) | $41,428,001 | 1,191 | $0 |
| Plascore, Inc. Retirement Savings Plan | Plascore | $37,468,096 | 519 | $0 |
| Structural Concepts Corporation 401(k) Retirement Savings Plan | Structural Concepts | $36,107,425 | 562 | $0 |
| Walters Gardens, Inc. 401(k) Profit Sharing Plan | Walters Gardens | $20,654,884 | 226 | $0 |
| MSSC 401(k) Plan | MSSC | $20,000,378 | 131 | $0 |
| Lynch Management Company 401(k) Plan | Lynch Management | $17,749,031 | 197 | $0 |
| Flexcare LLC 401(k) Plan | Flexcare LLC DBA Flexcare Medical Staffing | $17,723,233 | 960 | $0 |
| Hudsonville Creamery and Ice Cream Company, LLC Retirement Savings Plan | Hudsonville Creamery and Ice Cream | $15,689,724 | 292 | $0 |
| Forest Health Services, LLC Retirement Savings Plan | Forest Health Services | $14,575,857 | 156 | $0 |
| Matick Automotive 401(k) Plan | George Matick Chevrolet | $14,268,566 | 204 | $10,150 |
| Hiossen, Inc. Retirement Plan | Hiossen | $10,230,237 | 315 | $0 |
| Prince Group 401(k) Plan | Prince Group | $8,068,909 | 171 | $0 |
| Guide Engineering 401k Plan | Novamatiq | $6,661,978 | 92 | $0 |
| Nielsen & Bainbridge, LLC Retirement Savings Plan | Nielsen & Bainbridge | $0 | 0 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.