How big is Next GEN Personal Finance's plan?

Next GEN Personal Finance's plan reported $3.5M in assets and 17 participants for 2024.

Original filing (PDF)20250531000812NAL0005512003001

Next GEN Personal Finance

Name: Next GEN Personal Finance — Next GEN Personal, Form 5500 (2024)
Creator: Next GEN Personal Finance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Next GEN Personal Finance 401(k) Plan

401(k) retirement plan · Next GEN Personal Finance's Next GEN Personal Finance 401(k) Plan held $3.5M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Timothy Ranzetta signed Next GEN Personal Finance's 2024 Form 5500 as plan administrator.

Timothy Ranzetta — 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 GEN Personal Finance's EIN is 82-3648278.

EIN 82-3648278

Plan number 001

Plan year 2024

ACK ID 20250531000812NAL0005512003001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Next GEN Personal Finance from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Next GEN Personal Finance's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 GEN PERSONAL FINANCE.

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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