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Original filing (PDF)20260116154158NAL0034845570001
NEXTGEN STRATEGIC ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
NEXTGEN STRATEGIC ADVISORS CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 2.0 mo
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
86
/ 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
92
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.0 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXTGEN STRATEGIC ADVISORS, LLC.
Plan sponsor
Name
NEXTGEN STRATEGIC ADVISORS, LLC
EIN
81-4113344
Address
730 LAWRENCE AVENUE · WESTFIELD, NJ · 07090
Phone
(908) 313-1056
Industry
Professional & Technical Servicessee 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
2026-01-16
Pension benefit codes
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
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