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Original filing (PDF)20251003153823NAL0001574081001
RANGE GENERATION NEXT LLC
Form 5500
FILING_RECEIVED
RGNEXT 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
933
Accounts w/ balance
1,134
Plan assets (EOY)
$112.4M
Net assets (EOY)
$112.4M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RANGE GENERATION NEXT LLC.
Plan sponsor
Name
RANGE GENERATION NEXT LLC
EIN
46-2685728
Address
6905 N. WICKHAM RD STE 301 · MELBOURNE, FL · 32940
Phone
(321) 474-3111
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $74K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $24K | — |
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
Investments
34 direct securities · 1 pooled fund· $214.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$111.3M
33 holdings
Pooled Separate Account
$101.9M
1 holding
Pooled Separate Accounts
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $101.9M | 90.7% | |
| Vanguard Vangrd Instit Index Fnd Ins | — | — | — | $15.2M | 13.5% | |
| T. Rowe Price TRwPr Blue Chip Growth Fnd R | — | — | — | $10.0M | 8.9% | |
| Voya Fixed Account (4062) Insurance Company General Account | — | — | — | $9.2M | 8.2% | |
| Vanguard Vangrd Trgt Retire 2030 Fd | — | — | — | $6.7M | 6.0% | |
| Vanguard Vangrd Trgt Retire 2025 Fd | — | — | — | $6.7M | 6.0% | |
| JP Morgan JPMorgan US Equity Fund R6 | — | — | — | $5.3M | 4.7% | |
| Vanguard Vangrd Trgt Retire 2035 Fd | — | — | — | $4.8M | 4.3% | |
| Vanguard Vangrd Trgt Retire 2045 Fd | — | — | — | $4.4M | 3.9% | |
| American Funds American Funds Am Balanced R6 | — | — | — | $3.8M | 3.4% | |
| Vanguard Vangrd Mid-Cap Index Fund Adm | — | — | — | $3.7M | 3.3% | |
| Vanguard Vangrd Small-Cap Index Fnd Adm | — | — | — | $3.6M | 3.2% | |
| American Funds American Funds Cap Wld G&I R6 | — | — | — | $3.4M | 3.1% | |
| Vanguard Vangrd Trgt Retire 2050 Fd | — | — | — | $3.3M | 3.0% | |
| Vanguard Vangrd Trgt Retire 2020 Fd | — | — | — | $2.8M | 2.5% | |
| American Funds Wash Mutual R6 Registered Investment Company | — | — | — | $2.4M | 2.1% | |
| Vanguard Vangrd Trgt Retire 2040 Fd | — | — | — | $2.3M | 2.0% | |
| Pioneer Bond Fund K | — | — | — | $2.3M | 2.0% | |
| PIMCO Real Return Fund Ins | — | — | — | $2.1M | 1.8% | |
| Voya Russell MC Gr Ind Prt S | — | — | — | $2.0M | 1.7% | |
| Vanguard Vangrd Trgt Retire 2055 Fd | — | — | — | $1.9M | 1.7% | |
| Voya International Ind Prt S | — | — | — | $1.7M | 1.5% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $1.6M | 1.5% | |
| Vanguard Vangrd Trgt Retire 2060 Fd | — | — | — | $1.5M | 1.4% | |
| Loomis Sayles Bond Fund N | — | — | — | $1.4M | 1.2% | |
| DFA Real Estate Secs Port Ins | — | — | — | $1.3M | 1.2% | |
| ClearBridge SmCp Grw Fd IS | — | — | — | $1.3M | 1.2% | |
| DFA US Targeted Vl Port Ins | — | — | — | $1.3M | 1.1% | |
| Participant Loans dates of 01/24/2025-09/11/2047 | — | — | — | $1.3M | 1.1% | |
| Invesco EQV Intl Equity FR6 | — | — | — | $1.2M | 1.1% | |
| PGIM High Yield Fund R6 | — | — | — | $1.2M | 1.0% | |
| party date,rate of interest, collateral, par, or maturity date AmCen Mid Cap Value Fund R6 Registered Investment Company | Pooled Separate Accounts | — | — | $1.1M | 1.0% | |
| Vanguard Vangrd Trgt Retire Inc Fd | — | — | — | $889K | 0.8% | |
| Vanguard Vangrd Trgt Retire 2065 Fd | — | — | — | $666K | 0.6% | |
| Vanguard Vangrd Trgt Retire 2070 Fd | — | — | — | $23K | <0.1% |