Back to filter
Original filing (PDF)20260114123847NAL0030142562001
NEXT JUMP, INC.
Form 5500
FILING_RECEIVED
NEXT JUMP, INC. 401(K)
401(k) retirement plan
Signals · 2
Late filing · 1.9 mo25% in single holding
Active participants
18
Accounts w/ balance
110
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
92
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.9 months past the 10.5-month grace window.
- Top holding "iShares S&P 500 Index Inv A iShares 0" is 25% of plan.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXT JUMP, INC..
Plan sponsor
Name
NEXT JUMP, INC.
EIN
04-3461509
Address
512 WEST 22ND STREET · 9TH FLOOR · NEW YORK, NY · 10011
Phone
(617) 612-5394
Industry
Admin Support & Waste Mgmtsee 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
2026-01-14
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $906 | — |
Investments
20 direct securities· $13.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Inv A iShares 0 | — | — | — | $3.4M | 25.1% | |
| BlackRock T-Fund Cash Management Shares BlackRock 0 | — | — | — | $2.1M | 16.0% | |
| Janus Henderson Forty R Janus 0 | — | — | — | $1.6M | 11.8% | |
| BlackRock Equity Dividend R BlackRock 0 | — | — | — | $1.2M | 8.7% | |
| American Funds New World R2 American Funds 0 | — | — | — | $759K | 5.7% | |
| BlackRock Large Cap Focus Growth A BlackRock 0 | — | — | — | $686K | 5.1% | |
| BlackRock Advantage Small Cap Grwt R BlackRock 0 | — | — | — | $602K | 4.5% | |
| Thornburg Investment Income Builder R4 Thornburg 0 1 Invesco Value Opportunities R Invesco 0 | — | — | — | $520K | 3.9% | |
| BlackRock Mid-Cap Value R BlackRock 0 | — | — | — | $501K | 3.7% | |
| BlackRock Total Return R BlackRock 0 | — | — | — | $411K | 3.1% | |
| BlackRock Health Sciences Opp Port R BlackRock 0 | — | — | — | $403K | 3.0% | |
| BlackRock Advntg Large Cap Core R BlackRock 0 | — | — | — | $389K | 2.9% | |
| BlackRock Impact Mortgage R BlackRock 0 | — | — | — | $241K | 1.8% | |
| Putnam Focused International Equity R Putnam 0 | — | — | — | $202K | 1.5% | |
| Thornburg Investment Income Builder R3 Thornburg 0 | — | — | — | $173K | 1.3% | |
| Victory Special Value R Victory 0 | — | — | — | $99K | 0.7% | |
| American Funds American Balanced R2 American Funds 0 | — | — | — | $40K | 0.3% | |
| abrdn Emerg Mrkt ex-China R Aberdeen 0 | — | — | — | $38K | 0.3% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $38K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $22K | 0.2% |
Related plans
Other plans using ASCENSUS LLC
SUTTER MEDICAL GROUP, INC.
SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN
$1.0B · 1,247 participants
MUTUAL OF OMAHA INSURANCE COMPANY
MUTUAL OF OMAHA 401K RETIREMENT SAVINGS PLAN
$1.0B · 6,050 participants
NORTHEAST GEORGIA HEALTH SYSTEM, INC.
NORTHEAST GEORGIA HEALTH SYSTEM, INC. 401(K) RETIREMENT SAVINGS PLAN
$847.5M · 11,682 participants
GREYSTAR MANAGEMENT SERVICES, LLC.
GREYSTAR 401(K) PLAN
$757.4M · 20,689 participants
MUTUAL OF OMAHA INSURANCE COMPANY
MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN
$515.9M · 305 participants
DAVENPORT & COMPANY LLC
DAVENPORT & COMPANY LLC PROFIT SHARING PLAN
$416.4M · 510 participants
Similar-size Admin Support & Waste Mgmt plans
FOLEY HOLDINGS, LLC
FOLEY HOLDINGS, LLC 401(K) PROFIT SHARING PLAN
$13.5M · 234 participants
MODA, LLC
MODA LLC INCENTIVE SAVINGS PLAN AND TRUST II
$13.5M · 90 participants
LANDMARK MANAGEMENT SOLUTIONS LLC
LANDMARK HEALTH SOLUTIONS SAVINGS PLAN
$13.7M · 847 participants
DELTA-T GROUP, INC.
DELTA-T GROUP, INC. 401(K) SAVINGS PLAN
$13.7M · 541 participants
METRO ATLANTA CHAMBER OF COMMERCE
METRO ATLANTA CHAMBER OF COMMERCE 401(K) PLAN
$13.1M · 56 participants
GLEAN TECHNOLOGIES, INC.
GLEAN TECHNOLOGIES 401(K) PLAN
$13.8M · 393 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B