Rebecca Winters signed Nextgen Security, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nextgen Security, LLC's EIN is 46-0986506.
Download the official 2024 Form 5500 (PDF) for Nextgen Security, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nextgen Security, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $1.3M | 15.3% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $924K | 10.7% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $784K | 9.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $577K | 6.7% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $369K | 4.3% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $360K | 4.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $355K | 4.1% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $343K | 4.0% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $334K | 3.9% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $288K | 3.4% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $284K | 3.3% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $275K | 3.2% | |
| JPMORGAN LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $208K | 2.4% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $197K | 2.3% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $180K | 2.1% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $179K | 2.1% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $171K | 2.0% | |
| BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $145K | 1.7% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $124K | 1.4% | |
| PIMCO STOCKSPLUS INTL I | Registered Investment Companies | — | — | $116K | 1.4% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $115K | 1.3% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $115K | 1.3% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $100K | 1.2% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $94K | 1.1% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $85K | 1.0% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $77K | 0.9% | |
| MFS GLOBAL REAL ESTATE R6 | Registered Investment Companies | — | — | $66K | 0.8% | |
| COLUMBIA OVERSEAS VALUE I3 | Registered Investment Companies | — | — | $56K | 0.7% | |
| VAN INT TRM TREAS IDX ADM | Registered Investment Companies | — | — | $50K | 0.6% | |
| FEDERATED MDT MDCP GR R6 | Registered Investment Companies | — | — | $48K | 0.6% | |
| VAN SH TERM CORP BOND IDX ADM | Registered Investment Companies | — | — | $40K | 0.5% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $25K | 0.3% | |
| JANUS HENDERSON FORTY FUND - N | Registered Investment Companies | — | — | $17K | 0.2% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $17K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
