How big is Nexwealth LLC's plan?

Nexwealth LLC's plan reported $12K in assets and 4 participants for 2024.

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Original filing (PDF)20250606061746NAL0012408545001

Nexwealth LLC

Name: Nexwealth LLC — Form 5500 (2024)
Creator: Nexwealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nexwealth LLC

401(k) retirement plan · Nexwealth LLC held $12K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

Nick Rice signed Nexwealth LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Nexwealth LLC's EIN is 85-3460650.

EIN 85-3460650

Plan number 001

Plan year 2024

ACK ID 20250606061746NAL0012408545001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Nexwealth LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEXWEALTH LLC.

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Plan health score

Above-average plan

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