How big is Shrikant Nadkarni, CPA's plan?

Shrikant Nadkarni, CPA's plan reported $1.2M in assets for 2024.

Original filing (PDF)20251007192149NAL0002663683001

Shrikant Nadkarni, CPA

Name: Shrikant Nadkarni, CPA — Next Horizon Advisors, LLC, Form 5500 (2024)
Creator: Shrikant Nadkarni, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Next Horizon Advisors, LLC 401(k) Plan

401(k) retirement plan · Shrikant Nadkarni, CPA's Next Horizon Advisors, LLC 401(k) Plan reported $1.2M in plan assets in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Shrikant Nadkarni signed Shrikant Nadkarni, CPA's 2024 Form 5500 as plan administrator.

Shrikant Nadkarni — 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

Shrikant Nadkarni, CPA's EIN is 22-3088233.

EIN 22-3088233

Plan number 002

Plan year 2024

ACK ID 20251007192149NAL0002663683001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shrikant Nadkarni, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shrikant Nadkarni, CPA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHRIKANT NADKARNI, CPA.

Finding similar companies…

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score