Next Financial Group, Inc. — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Next Financial Group, Inc. is reported as a service provider on 19 loaded Form 5500 filing(s) across 19 plan sponsor(s) and 19 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $98,091 and reported indirect compensation totals $280,571.
Reported compensation summary
- Reported direct compensation
- $98,091
- Reported indirect compensation
- $280,571
- Total reported compensation
- $378,662
- Filings
- 19
- Plan sponsors
- 19
- Plans
- 19
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Daseke Companies, Inc. | TX | 1 | $98,091 |
| Sheet Metal Workers Local No 83 Annuity | NY | 1 | $49,150 |
| Long Lake, Ltd. | TX | 1 | $33,336 |
| Allegiance Fundraising LLC | ND | 1 | $29,969 |
| Sps New England, Inc. | MA | 1 | $19,035 |
| Donelan'S Supermarkets, Inc. | MA | 1 | $16,924 |
| Hiossen, Inc. | PA | 1 | $15,976 |
| Lynch Management Company | FL | 1 | $15,911 |
| Health And Life Organization Inc | CA | 1 | $14,883 |
| Consumers Credit Union | MI | 1 | $14,126 |
State footprint
Plans reporting Next Financial Group, Inc. are sponsored in MI (6), TX (3), MA (3), CA (2), ND (1), NH (1), NY (1), PA (1), FL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Daseke Companies, Inc. | Daseke, Inc. 401(K) Retirement Plan | 2023 | $98,091 | not reported in the loaded dataset |
| Sheet Metal Workers Local No 83 Annuity | Sheet Metal Workers Local No.83 Annuity Fund | 2023 | $0 | $49,150 |
| Long Lake, Ltd. | Long Lake, Ltd. 401(K) Retirement Plan | 2023 | $0 | $33,336 |
| Allegiance Fundraising LLC | Allegiance Fundraising LLC 401(K) Retirement Savings Plan | 2023 | $0 | $29,969 |
| Sps New England, Inc. | Sps New England, Inc. Profit Sharing/Retirement Plan | 2023 | $0 | $19,035 |
| Donelan'S Supermarkets, Inc. | Donelan'S Savings & Investment Plan | 2023 | $0 | $16,924 |
| Hiossen, Inc. | Hiossen, Inc. Retirement Plan | 2023 | $0 | $15,976 |
| Lynch Management Company | Lynch Management Company 401(K) Plan | 2023 | $0 | $15,911 |
| Health And Life Organization Inc | Halo 401k Profit Sharing Plan & Trust | 2023 | $0 | $14,883 |
| Consumers Credit Union | Consumers Credit Union 401(K) Savings Plan | 2023 | $0 | $14,126 |
| Structural Concepts Corporation | Structural Concepts Corporation 401(K) Retirement Savings Plan | 2023 | $0 | $11,607 |
| Plascore, Inc. | Plascore, Inc. Retirement Savings Plan | 2023 | $0 | $11,248 |
| Hagerty Insurance Agency, LLC | Hagerty Insurance Agency, LLC Employee' 401(K) Plan | 2023 | $0 | $10,000 |
| Hudsonville Creamery And Ice Cream Company, LLC | Hudsonville Creamery And Ice Cream Company, LLC Retirement Savings Plan | 2023 | $0 | $7,670 |
| Apollo Professional Solutions, Inc. | Apollo Professional Solutions, Inc. 401(K) Plan | 2023 | $0 | $7,566 |
| Nielsen & Bainbridge, LLC | Nielsen & Bainbridge, LLC Retirement Savings Plan | 2023 | $0 | $6,829 |
| Flexcare LLC Dba Flexcare Medical Staffing | Flexcare LLC 401(K) Plan | 2023 | $0 | $6,536 |
| Howard Miller Company | Howard Miller - Hekman Defined Benefit Pension Plan | 2023 | $0 | $5,851 |
| Boston Pie, Inc. | Boston Pie, Inc. 401(K) Plan | 2023 | $0 | $3,954 |
Related Form 5500 pages
- Daseke, Inc. 401(K) Retirement Plan (plan 001)
- Daseke Companies, Inc. — all reported plans
- Sheet Metal Workers Local No.83 Annuity Fund (plan 001)
- Sheet Metal Workers Local No 83 Annuity — all reported plans
- Long Lake, Ltd. 401(K) Retirement Plan (plan 001)
- Long Lake, Ltd. — all reported plans
- Allegiance Fundraising LLC 401(K) Retirement Savings Plan (plan 001)
- Allegiance Fundraising LLC — all reported plans
- Sps New England, Inc. Profit Sharing/Retirement Plan (plan 002)
- Sps New England, Inc. — all reported plans
- Donelan'S Savings & Investment Plan (plan 001)
- Donelan'S Supermarkets, Inc. — all reported plans
- Hiossen, Inc. Retirement Plan (plan 001)
- Hiossen, Inc. — all reported plans
- Lynch Management Company 401(K) Plan (plan 001)
- Lynch Management Company — all reported plans
- Halo 401k Profit Sharing Plan & Trust (plan 001)
- Health And Life Organization Inc — all reported plans
- Consumers Credit Union 401(K) Savings Plan (plan 001)
- Consumers Credit Union — all reported plans
- Structural Concepts Corporation 401(K) Retirement Savings Plan (plan 002)
- Structural Concepts Corporation — all reported plans
- Plascore, Inc. Retirement Savings Plan (plan 001)
- Plascore, Inc. — all reported plans
- Hagerty Insurance Agency, LLC Employee' 401(K) Plan (plan 001)
- Hagerty Insurance Agency, LLC — all reported plans
- Hudsonville Creamery And Ice Cream Company, LLC Retirement Savings Plan (plan 001)
- Hudsonville Creamery And Ice Cream Company, LLC — all reported plans
- Apollo Professional Solutions, Inc. 401(K) Plan (plan 001)
- Apollo Professional Solutions, Inc. — all reported plans
- Nielsen & Bainbridge, LLC Retirement Savings Plan (plan 002)
- Nielsen & Bainbridge, LLC — all reported plans
- Flexcare LLC 401(K) Plan (plan 001)
- Flexcare LLC Dba Flexcare Medical Staffing — all reported plans
- Howard Miller - Hekman Defined Benefit Pension Plan (plan 001)
- Howard Miller Company — all reported plans
- Boston Pie, Inc. 401(K) Plan (plan 001)
- Boston Pie, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources