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Original filing (PDF)20251015051846NAL0003846209001
NEXTGEN SECURITY, LLC
Form 5500
FILING_RECEIVED
NEXTGEN SECURITY, LLC 401(K) PLAN
401(k) retirement plan
Active participants
195
Accounts w/ balance
227
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXTGEN SECURITY, LLC.
Plan sponsor
Name
NEXTGEN SECURITY, LLC
EIN
46-0986506
Address
770 PENNSYLVANIA DRIVE SUITE 120 · EXTON, PA · 19341
Phone
(484) 235-5524
Industry
All Other Professional Services· Professional & Technical Servicessee all
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $31K | — |
Investments
34 direct securities· $8.4M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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