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

Next Legacy Management, LLC's plan reported $5.1M in assets and 21 participants for 2025.

Original filing (PDF)20260203214242NAL0001566419001

Next Legacy Management, LLC

Name: Next Legacy Management, LLC — Next Legacy Management, Form 5500 (2025)
Creator: Next Legacy Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Next Legacy Management, LLC 401(k) Plan

401(k) retirement plan · Next Legacy Management, LLC's Next Legacy Management, LLC 401(k) Plan held $5.1M in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Kelli Cullinane signed Next Legacy Management, LLC's 2025 Form 5500 as plan administrator.

Kelli Cullinane — 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 Legacy Management, LLC's EIN is 94-3352517.

EIN 94-3352517

Plan number 001

Plan year 2025

ACK ID 20260203214242NAL0001566419001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Next Legacy Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Next Legacy Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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