Retirement Savings And Incentive Plan
Sponsored by Next Point Capital Corporation · EIN 271808801 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 68
- With balances
- 125
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Clifton Larson Allen Llp | Recordkeeping, Consulting (pension), Direct payment from the plan | $20,285 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $6,432 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |
| Morgan Stanley Private Wealth Manag | Other services, Other fees | $0 |