How big is Next3 Advisory LLC's plan?

Next3 Advisory LLC's plan reported $109K in assets and 4 participants for 2025.

Original filing (PDF)20260518091445NAL0009248787001

Next3 Advisory LLC

Name: Next3 Advisory LLC — Next3 Advisory LLC 401(k), Form 5500 (2025)
Creator: Next3 Advisory LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Next3 Advisory LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Next3 Advisory LLC's Next3 Advisory LLC 401(k) Profit Sharing Plan & Trust held $109K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$109K

Net assets (EOY)

$109K

People on this filing

Edward Rojas signed Next3 Advisory LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Next3 Advisory LLC's EIN is 92-3942832.

EIN 92-3942832

Plan number 001

Plan year 2025

ACK ID 20260518091445NAL0009248787001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Next3 Advisory LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Next3 Advisory 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 NEXT3 ADVISORY LLC.

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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