Back to filter
Original filing (PDF)20250724142655NAL0007336864001
NEXTGEN AERONAUTICS, INC.
Form 5500-SF
FILING_RECEIVED
NEXTGEN AERONAUTICS RETIREMENT TRUST
401(k) retirement plan
Active participants
23
Accounts w/ balance
45
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXTGEN AERONAUTICS, INC..
Plan sponsor
Name
NEXTGEN AERONAUTICS, INC.
EIN
03-0404178
Address
4030 SPENCER ST · STE 108 · TORRANCE, CA · 90503
Phone
(310) 891-2807
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Engineering Services plans
TECHNICAL ENGINEERING CONSULTA
TECHNICAL ENGINEERING CONSULTA 401(K) PROFIT SHARING PLAN & TRUST
$8.5M · 36 participants
FK ENGINEERING PLLC
FK ENGINEERING PLLC 401(K) PROFIT SHARING PLAN AND TRUST
$8.5M · 39 participants
PICKERING ASSOCIATES, INC.
PICKERING ASSOCIATES 401(K) PLAN
$8.5M · 67 participants
STRANDBERG ENGINEERING
STRANDBERG 401(K) PROFIT SHARING PLAN
$8.5M · 23 participants
PRINCETON PROCURE MANAGEMENT, LLC
PRINCETON PROCURE MANAGEMENT, LLC 401(K) PLAN
$8.5M · 71 participants
TOWNSEND MANAGEMENT, INC.
TOWNSEND MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN & TRUST
$8.5M · 17 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B