How big is Next Phase Logistics' plan?

Next Phase Logistics' plan reported $334K in assets and 46 participants for 2024.

Original filing (PDF)20250929170357NAL0027320178001

Next Phase Logistics

Name: Next Phase Logistics — Next Phase Logistics 401(k), Form 5500 (2024)
Creator: Next Phase Logistics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Next Phase Logistics 401(k) P/S Plan

401(k) retirement plan · Next Phase Logistics' Next Phase Logistics 401(k) P/S Plan held $334K in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$334K

Net assets (EOY)

$334K

People on this filing

Holly Montalvo signed Next Phase Logistics' 2024 Form 5500 as plan administrator.

Holly Montalvo — 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 Phase Logistics' EIN is 84-1794374.

EIN 84-1794374

Plan number 001

Plan year 2024

ACK ID 20250929170357NAL0027320178001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Next Phase Logistics' 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 PHASE LOGISTICS.

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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

Knocking points off