How big is Nextgen Advisors, LLC's plan?

Nextgen Advisors, LLC's plan reported $1.8M in assets and 7 participants for 2025.

Original filing (PDF)20260416124453NAL0018174705001

Nextgen Advisors, LLC

Name: Nextgen Advisors, LLC — Nextgen Advisors, LLC 401(k), Form 5500 (2025)
Creator: Nextgen Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nextgen Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Nextgen Advisors, LLC's Nextgen Advisors, LLC 401(k) Profit Sharing Plan held $1.8M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Nextgen Advisors, LLC's EIN is 36-4851019.

EIN 36-4851019

Plan number 001

Plan year 2025

ACK ID 20260416124453NAL0018174705001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Nextgen Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Nextgen Advisors, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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

Knocking points off