How big is Nextgen Management, LLC's plan?

Nextgen Management, LLC's plan reported $8.7M in assets and 19 participants for 2025.

Original filing (PDF)20260430125220NAL0011518481001

Nextgen Management, LLC

Name: Nextgen Management, LLC — Nextgen Management 401(k), Form 5500 (2025)
Creator: Nextgen Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nextgen Management 401(k) Plan

401(k) retirement plan · Nextgen Management, LLC's Nextgen Management 401(k) Plan held $8.7M in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

Plan identifiers

Nextgen Management, LLC's EIN is 80-0590559.

EIN 80-0590559

Plan number 001

Plan year 2025

ACK ID 20260430125220NAL0011518481001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Nextgen Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Nextgen Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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