How big is Nextpoint Group, LLC's plan?

Nextpoint Group, LLC's plan reported $45.2M in assets and 250 participants for 2024.

Original filing (PDF)20250627134409NAL0009827009001

Nextpoint Group, LLC

Name: Nextpoint Group, LLC — Nextpoint Group, LLC 401(k), Form 5500 (2024)
Creator: Nextpoint Group, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Nextpoint Group, LLC 401(k) Plan

401(k) retirement plan · Nextpoint Group, LLC's Nextpoint Group, LLC 401(k) Plan held $45.2M in plan assets for 250 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedHigh average account balance

Active participants

250

Accounts w/ balance

241

Plan assets (EOY)

$45.2M

Net assets (EOY)

$45.2M

People on this filing

Susan Mikolashek signed Nextpoint Group, LLC's 2024 Form 5500 as plan administrator.

Susan Mikolashek — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Nextpoint Group, LLC's EIN is 20-1322593.

EIN 20-1322593

Plan number 001

Plan year 2024

ACK ID 20250627134409NAL0009827009001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nextpoint Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nextpoint Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEXTPOINT GROUP, LLC.

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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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

High average account balance (95th percentile).

Plan sponsor

Name

NEXTPOINT GROUP, LLC

EIN

all filings

Address

14200 PARK MEADOW DRIVE · SUITE 200S · CHANTILLY, VA · 20151

Phone

(703) 349-3433

Industry

Professional & Technical Services

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Advisor / Consultant

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)

Mutual Funds

$32.3M

28 holdings

Common Collective Trusts

$12.2M

8 holdings

Other securities

$693K

2 holdings

					% of plan
Fidelity Investments FID BLUE CHIP GR N/A	Mutual Funds	—	—	$9.0M	19.8%
Fidelity Investments FID 500 INDEX N/A	Common Collective Trusts	—	—	$4.9M	10.9%
Putnam PUTN LG CAP VAL R6 N/A	Mutual Funds	—	—	$3.3M	7.3%
Fidelity Investments FID FREEDOM 2040 K N/A	Mutual Funds	—	—	$2.5M	5.6%
Fidelity Investments FID TOTAL MKT IDX N/A	Common Collective Trusts	—	—	$2.5M	5.5%
Fidelity Investments FID FREEDOM 2030 K N/A	Mutual Funds	—	—	$1.7M	3.8%
Fidelity Investments FID FREEDOM 2035 K N/A	Mutual Funds	—	—	$1.7M	3.8%
Fidelity Investments FID FREEDOM 2045 K N/A	Mutual Funds	—	—	$1.4M	3.2%
Fidelity Investments FID TOTAL BOND K6 N/A	Mutual Funds	—	—	$1.3M	3.0%
Fidelity Investments FID VALUE K N/A	Mutual Funds	—	—	$1.3M	2.9%
Fidelity Investments FID FREEDOM 2025 K N/A	Mutual Funds	—	—	$1.3M	2.9%
Fidelity Investments FID LARGE CAP STK K6 N/A	Mutual Funds	—	—	$1.3M	2.8%
Fidelity Investments FID SM CAP IDX N/A	Common Collective Trusts	—	—	$1.2M	2.8%
Fidelity Investments FID US BOND IDX N/A	Common Collective Trusts	—	—	$1.2M	2.7%
Fidelity Investments FID GOVT MMKT N/A	Mutual Funds	—	—	$1.2M	2.6%
Fidelity Investments FID INTL DISCOVERY K N/A	Mutual Funds	—	—	$1.1M	2.4%
Fidelity Investments FID EMRG MKTS IDX N/A	Common Collective Trusts	—	—	$879K	1.9%
Fidelity Investments FID FREEDOM 2055 K N/A	Mutual Funds	—	—	$832K	1.8%
Fidelity Investments FID GLB EX US IDX N/A	Common Collective Trusts	—	—	$766K	1.7%
Fidelity Investments FID PURITAN K N/A	Mutual Funds	—	—	$754K	1.7%
Fidelity Investments FID GROWTH STRAT K N/A	Mutual Funds	—	—	$672K	1.5%
Fidelity Investments FID EXTD MKT IDX N/A	Common Collective Trusts	—	—	$577K	1.3%
Fidelity Investments FID REAL ESTATE INVS N/A	Mutual Funds	—	—	$568K	1.3%
Northern SM CAP CORE N/A	Other securities	—	—	$552K	1.2%
Fidelity Investments FID SMALL CAP VALUE N/A	Mutual Funds	—	—	$449K	1.0%
Participant loans with interest rate ranging * Fidelity Investments 5.25% - 10.50% -0-	Mutual Funds	—	—	$414K	0.9%
Janus Henderson J H TRITON T N/A	Mutual Funds	—	—	$233K	0.5%
Fidelity Investments FID FREEDOM INC K N/A	Mutual Funds	—	—	$214K	0.5%
Fidelity Investments FID EMERGING MKTS N/A	Mutual Funds	—	—	$211K	0.5%
MFS VALUE R3 N/A	Mutual Funds	—	—	$170K	0.4%
Fidelity Investments FID REAL ESTATE IDX N/A	Common Collective Trusts	—	—	$145K	0.3%
PGIM HIGH YIELD R6 N/A	Other securities	—	—	$140K	0.3%
Fidelity Investments FID FREEDOM 2060 K N/A	Mutual Funds	—	—	$136K	0.3%
Fidelity Investments FID FREEDOM 2015 K N/A	Mutual Funds	—	—	$132K	0.3%
Fidelity Investments FID FREEDOM 2020 K N/A	Mutual Funds	—	—	$118K	0.3%
Fidelity Investments FID FREEDOM 2065 K N/A	Mutual Funds	—	—	$95K	0.2%
Fidelity Investments FID FREEDOM 2010 K N/A	Mutual Funds	—	—	$80K	0.2%
Fidelity Investments FID FREEDOM 2050 K N/A	Mutual Funds	—	—	$12K	<0.1%