Form 5500 Search

NEXTGEN WEALTH COUNSELORS LIMI

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
3
Active participants
54,469
Total plan assets
$4.6B
Filings (rows)
3
Direct comp
$139K
Indirect comp
$0

SERVICES PROVIDED

Other3

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
AMERITEAM SERVICES, LLC
TEAMHEALTH 401(K) PLAN
KNOXVILLE, TN
Other
NONE
18,577$1.8B$52K
AMERITEAM SERVICES, LLC
TEAMHEALTH 401(K) PLAN
KNOXVILLE, TN
Other
NONE
18,477$1.6B$42K
AMERITEAM SERVICES, LLC
TEAMHEALTH 401(K) PLAN
KNOXVILLE, TN
Other
NONE
17,415$1.3B$45K