Next Generation Wealth Systems

Stephanie Jordan signed Next Generation Wealth Systems' 2025 Form 5500 as plan administrator.

• Stephanie Jordan — Plan Administrator — Form 5500 signer

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

Next Generation Wealth Systems' EIN is 84-3669274.

Download the official 2025 Form 5500 (PDF) for Next Generation Wealth Systems from the U.S. Department of Labor's EFAST2 system.

Next Generation Wealth Systems' plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA), a 401(k) feature.