How big is Next UP, LLC's plan?

Next UP, LLC's plan reported $1.3M in assets and 12 participants for 2024.

Original filing (PDF)20251010122612NAL0004596755001

Next UP, LLC

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

Form 5500-SF

FILING_RECEIVED

Next UP, LLC 401(k) Plan

401(k) retirement plan · Next UP, LLC's Next UP, LLC 401(k) Plan held $1.3M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Next UP, LLC's EIN is 45-4604976.

EIN 45-4604976

Plan number 001

Plan year 2024

ACK ID 20251010122612NAL0004596755001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Next UP, 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 NEXT UP, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

NEXT UP, LLC

EIN

all filings

Address

10400 OLD GEORGETOWN ROAD · SUITE 1B · BETHESDA, MD · 20814

Phone

(301) 530-3250

Industry

Other Services (ex. Public Admin)

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

2025-10-10

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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