How big is Nextgen Wealth Inc.'s plan?

Nextgen Wealth Inc.'s plan reported $52K in assets and 4 participants for 2024.

Original filing (PDF)20250630095951NAL0006543699001

Nextgen Wealth Inc.

Name: Nextgen Wealth Inc. — Nextgen Wealth Inc. Retirement, Form 5500 (2024)
Creator: Nextgen Wealth Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nextgen Wealth Inc. Retirement Trust

401(k) retirement plan · Nextgen Wealth Inc.'s Nextgen Wealth Inc. Retirement Trust held $52K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$52K

Net assets (EOY)

$52K

People on this filing

Plan Sponsor signed Nextgen Wealth Inc.'s 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Nextgen Wealth Inc.'s EIN is 87-4003292.

EIN 87-4003292

Plan number 001

Plan year 2024

ACK ID 20250630095951NAL0006543699001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Nextgen Wealth Inc.'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 NEXTGEN WEALTH INC.

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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

Helping the score