How big is Next Management Advisors, LLC's plan?

Next Management Advisors, LLC's plan reported $533K in assets and 5 participants for 2024.

Original filing (PDF)20251003075934NAL0000681779001

Next Management Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Next Management Advisors, LLC Cash Balance Plan

Defined-benefit pension plan · Next Management Advisors, LLC's Next Management Advisors, LLC Cash Balance Plan held $533K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$533K

Net assets (EOY)

$533K

People on this filing

ALAN Freudenstein signed Next Management Advisors, LLC's 2024 Form 5500 as plan administrator.

ALAN Freudenstein — 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 Management Advisors, LLC's EIN is 92-3984817.

EIN 92-3984817

Plan number 002

Plan year 2024

ACK ID 20251003075934NAL0000681779001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Next Management Advisors, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEXT MANAGEMENT ADVISORS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score