Original filing (PDF)20231016092649NAL0025223635001

NEXT GENREATION WEALTH MANAGEMENT, INC.

Name: NEXT GENREATION WEALTH MANAGEMENT, INC. — NEXT GENERATION WEALTH MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN, Form 5500 (2022)
Creator: NEXT GENREATION WEALTH MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

NEXT GENERATION WEALTH MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

Plan health score

Above-average plan

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEXT GENREATION WEALTH MANAGEMENT, INC..

Plan sponsor

Name

NEXT GENREATION WEALTH MANAGEMENT, INC.

EIN

56-2494994all filings

Address

10700 W RESEARCH DR · STE 150 · MILWAUKEE, WI · 532263458

Phone

(414) 257-4248

Industry

Finance & Insurancesee all

Plan administrator