Original filing (PDF)20250609131937NAL0024420416001

NEXT GENERATION INSURANCE AGENCY

Name: NEXT GENERATION INSURANCE AGENCY — NEXT GENERATION INSURANCE AGENCY , INC. 401K, Form 5500 (2024)
Creator: NEXT GENERATION INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

NEXT GENERATION INSURANCE AGENCY , INC. 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXT GENERATION INSURANCE AGENCY.

Plan sponsor

Name

NEXT GENERATION INSURANCE AGENCY

EIN