How big is Next Retirement Solutions, LLC's plan?

Next Retirement Solutions, LLC's plan reported $9.0M in assets and 12 participants for 2024.

Original filing (PDF)20250919125348NAL0002310641001

Next Retirement Solutions, LLC

Name: Next Retirement Solutions, LLC — Next Retirement, Form 5500 (2024)
Creator: Next Retirement Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Next Retirement Solutions, LLC 401(k) Retirement Savings Plan

401(k) retirement plan · Next Retirement Solutions, LLC's Next Retirement Solutions, LLC 401(k) Retirement Savings Plan held $9.0M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

People on this filing

Plan Sponsor signed Next Retirement Solutions, LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Next Retirement Solutions, LLC's EIN is 81-2778324.

EIN 81-2778324

Plan number 001

Plan year 2024

ACK ID 20250919125348NAL0002310641001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Next Retirement Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Next Retirement Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

NEXT RETIREMENT SOLUTIONS, LLC

EIN

all filings

Address

12730 HIGH BLUFF DRIVE SUITE 160 · SAN DIEGO, CA · 92130

Phone

(858) 924-8424

Industry

Finance & Insurance

Plan administrator