How big is Nextgen Strategic Advisors, LLC's plan?

Nextgen Strategic Advisors, LLC's plan reported $2.8M in assets and 2 participants for 2024.

Original filing (PDF)20260116154158NAL0034845570001

Nextgen Strategic Advisors, LLC

Name: Nextgen Strategic Advisors, LLC — Nextgen Strategic, Form 5500 (2024)
Creator: Nextgen Strategic Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nextgen Strategic Advisors Cash Balance Plan

Defined-benefit pension plan · Nextgen Strategic Advisors, LLC's Nextgen Strategic Advisors Cash Balance Plan held $2.8M in plan assets for 2 participants in 2024.

Signals · 1

Late filing · 2.0 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Gary Mandelblatt signed Nextgen Strategic Advisors, LLC's 2024 Form 5500 as plan administrator.

Gary Mandelblatt — 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

Nextgen Strategic Advisors, LLC's EIN is 81-4113344.

EIN 81-4113344

Plan number 001

Plan year 2024

ACK ID 20260116154158NAL0034845570001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nextgen Strategic Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nextgen Strategic Advisors, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEXTGEN STRATEGIC ADVISORS, 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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off