Next Level Private

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

249

Total plan assets

$2.2M

Filings (rows)

Direct comp

$1K

Indirect comp

Showing only "NEXT LEVEL PRIVATE"

View all 3 variants aggregated →

NEXT LEVEL PLANNING5 NEXT LEVEL PRIVATE1 NEXT LEVEL WEALTH PLANNING1

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Local Union 514 B. A. T. Retirement Fund · all filings	WHITE PLAINS, NY	Advisor / Consultant	249	$2.2M	$1K	$2