Original filing (PDF)20251217104609NAL0001838051001

NEXT GEN ADMINISTRATION MANAGEMENT LLC

Name: NEXT GEN ADMINISTRATION MANAGEMENT LLC — NEXT GEN ADMINISTRATION MANAGEMENT LLC 401K PLAN, Form 5500 (2024)
Creator: NEXT GEN ADMINISTRATION MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

NEXT GEN ADMINISTRATION MANAGEMENT LLC 401K PLAN

401(k) retirement plan

Signals · 2

Late filing · 1.0 moNo auditor on file

Active participants

148

Accounts w/ balance

Plan assets (EOY)

$235K

Net assets (EOY)

$233K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXT GEN ADMINISTRATION MANAGEMENT LLC.

Plan sponsor

Name

NEXT GEN ADMINISTRATION MANAGEMENT LLC

EIN

82-5367272

Address

3560 CADILLAC AVENUE · COSTA MESA, CA · 92626

Phone

(909) 539-8801

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

2025-12-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

VIRTUE GROUP LLC

VIRTUE GROUP 401(K) PLAN

$235K · 32 participants

LYTICA THERAPEUTICS INC

LYTICA THERAPEUTICS INC 401(K) PROFIT SHARING PLAN & TRUST

$235K · 7 participants

MANZANITA CAPITAL

MANZANITA CAPITAL 401(K) PLAN

$235K · 3 participants

SELECTUSA LLC

SELECTUSA DEFINED BENEFIT PENSION PLAN

$235K · 5 participants

PRIVATE ENERGY PARTNERS, LLC

PRIVATE ENERGY PARTNERS, LLC 401(K) PLAN

$235K · 8 participants

Knocking points off

No independent qualified public accountant (IQPA) named.
Filed 1.0 months past the 10.5-month grace window.
Only 42% as many balances as active participants — suggests many active employees aren't deferring.

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.