What public Form 5500 filings show about the Next Generation Wealth Systems 401(k) plan — and how to find and check your own account.
Next Generation Wealth Systems (EIN 84-3669274) reports NEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $263K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Next Generation Wealth Systems filing — schedules, fees, and providers.
Next Generation Wealth Systems’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Next Generation Wealth SystemsHR for the recordkeeper’s name and login.
