AUMdb

Nextcare, Inc. 401(k) Plan

Sponsored by Nextcare, Inc. · EIN 860727095 · Plan #001

Total assets
$16.3M
Net assets
$16.3M
Active participants
1,235
With balances
676

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Bayntree Wealth Advisors, Llc CRD 226708 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Bayntree Wealth Advisors, Llc Investment advisory (participants) $15,448
Alliant Retirement Services, Inc. Investment advisory (participants) $5,504
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $2,212