Next Level Planning

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,079

Total plan assets

$60.0M

Filings (rows)

Direct comp

$140K

Indirect comp

Showing only "NEXT LEVEL PLANNING"

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NEXT LEVEL PLANNING5 NEXT LEVEL WEALTH PLANNING1 NEXT LEVEL PRIVATE1

SERVICES PROVIDED

Other service providers5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Midwest Engineered Systems, Inc. Midwest Engineered Systems Group 401(k) Plan · all filings	WAUKESHA, WI	Other service providers	152	$15.0M	$34K	$0
Naumann/Hobbs Material Handling, Inc. Naumann/Hobbs Material Handling, Inc. 401(k) Savings Plan · all filings	PHOENIX, AZ	Other service providers	383	$13.0M	$30K	$0
Midwest Engineered Systems, Inc. Midwest Engineered Systems Group 401(k) Plan · all filings	WAUKESHA, WI	Other service providers	126	$11.7M	$26K	$0
Naumann/Hobbs Material Handling, Inc. Naumann/Hobbs Material Handling, Inc. 401(k) Savings Plan · all filings	PHOENIX, AZ	Other service providers	313	$11.1M	$27K	$0
Midwest Engineered Systems, Inc. Midwest Engineered Systems Group 401(k) Plan · all filings	WAUKESHA, WI	Other service providers	105	$9.2M	$23K	$0