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Original filing (PDF)20250627134409NAL0009827009001
NEXTPOINT GROUP, LLC
Form 5500
FILING_RECEIVED
NEXTPOINT GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
250
Accounts w/ balance
241
Plan assets (EOY)
$45.2M
Net assets (EOY)
$45.2M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXTPOINT GROUP, LLC.
Plan sponsor
Name
NEXTPOINT GROUP, LLC
EIN
20-1322593
Address
14200 PARK MEADOW DRIVE · SUITE 200S · CHANTILLY, VA · 20151
Phone
(703) 349-3433
Industry
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
2025-06-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GELMAN, ROSENBERG AND FREEDMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $33K | — |
Investments
38 direct securities· $45.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments FID BLUE CHIP GR N/A | — | — | — | $9.0M | 19.8% | |
| Fidelity Investments FID 500 INDEX N/A | — | — | — | $4.9M | 10.9% | |
| Putnam PUTN LG CAP VAL R6 N/A | — | — | — | $3.3M | 7.3% | |
| Fidelity Investments FID FREEDOM 2040 K N/A | — | — | — | $2.5M | 5.6% | |
| Fidelity Investments FID TOTAL MKT IDX N/A | — | — | — | $2.5M | 5.5% | |
| Fidelity Investments FID FREEDOM 2030 K N/A | — | — | — | $1.7M | 3.8% | |
| Fidelity Investments FID FREEDOM 2035 K N/A | — | — | — | $1.7M | 3.8% | |
| Fidelity Investments FID FREEDOM 2045 K N/A | — | — | — | $1.4M | 3.2% | |
| Fidelity Investments FID TOTAL BOND K6 N/A | — | — | — | $1.3M | 3.0% | |
| Fidelity Investments FID VALUE K N/A | — | — | — | $1.3M | 2.9% | |
| Fidelity Investments FID FREEDOM 2025 K N/A | — | — | — | $1.3M | 2.9% | |
| Fidelity Investments FID LARGE CAP STK K6 N/A | — | — | — | $1.3M | 2.8% | |
| Fidelity Investments FID SM CAP IDX N/A | — | — | — | $1.2M | 2.8% | |
| Fidelity Investments FID US BOND IDX N/A | — | — | — | $1.2M | 2.7% | |
| Fidelity Investments FID GOVT MMKT N/A | — | — | — | $1.2M | 2.6% | |
| Fidelity Investments FID INTL DISCOVERY K N/A | — | — | — | $1.1M | 2.4% | |
| Fidelity Investments FID EMRG MKTS IDX N/A | — | — | — | $879K | 1.9% | |
| Fidelity Investments FID FREEDOM 2055 K N/A | — | — | — | $832K | 1.8% | |
| Fidelity Investments FID GLB EX US IDX N/A | — | — | — | $766K | 1.7% | |
| Fidelity Investments FID PURITAN K N/A | — | — | — | $754K | 1.7% | |
| Fidelity Investments FID GROWTH STRAT K N/A | — | — | — | $672K | 1.5% | |
| Fidelity Investments FID EXTD MKT IDX N/A | — | — | — | $577K | 1.3% | |
| Fidelity Investments FID REAL ESTATE INVS N/A | — | — | — | $568K | 1.3% | |
| Northern SM CAP CORE N/A | — | — | — | $552K | 1.2% | |
| Fidelity Investments FID SMALL CAP VALUE N/A | — | — | — | $449K | 1.0% | |
| Participant loans with interest rate ranging * Fidelity Investments 5.25% - 10.50% -0- | — | — | — | $414K | 0.9% | |
| Janus Henderson J H TRITON T N/A | — | — | — | $233K | 0.5% | |
| Fidelity Investments FID FREEDOM INC K N/A | — | — | — | $214K | 0.5% | |
| Fidelity Investments FID EMERGING MKTS N/A | — | — | — | $211K | 0.5% | |
| MFS VALUE R3 N/A | — | — | — | $170K | 0.4% | |
| Fidelity Investments FID REAL ESTATE IDX N/A | — | — | — | $145K | 0.3% | |
| PGIM HIGH YIELD R6 N/A | — | — | — | $140K | 0.3% | |
| Fidelity Investments FID FREEDOM 2060 K N/A | — | — | — | $136K | 0.3% | |
| Fidelity Investments FID FREEDOM 2015 K N/A | — | — | — | $132K | 0.3% | |
| Fidelity Investments FID FREEDOM 2020 K N/A | — | — | — | $118K | 0.3% | |
| Fidelity Investments FID FREEDOM 2065 K N/A | — | — | — | $95K | 0.2% | |
| Fidelity Investments FID FREEDOM 2010 K N/A | — | — | — | $80K | 0.2% | |
| Fidelity Investments FID FREEDOM 2050 K N/A | — | — | — | $12K | <0.1% |
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