The Next Level Planning Group, LLC

Elantha Barry signed The Next Level Planning Group, LLC's 2025 Form 5500 as plan administrator.

• Elantha Barry — Plan Administrator — Form 5500 signer

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

The Next Level Planning Group, LLC's EIN is 81-4642114.

Download the official 2025 Form 5500 (PDF) for The Next Level Planning Group, LLC from the U.S. Department of Labor's EFAST2 system.

The Next Level Planning Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).