Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEXT STAGE, INC.
EIN 20-1527644ConstructionLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
60
2157 O'TOOLE AVE., SUITE 70 - SAN JOSE, CA 95131408-323-5300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 60 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEXT STAGE, INC. DBA NEXT STAGE DESIGN + BUILD 401(K) PLAN
401k
Assets$2.8M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NEXT STAGE EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$636K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEXT STAGE, INC. DBA NEXT STAGE DESIGN + BUILD 401(K) PLAN | 401k | $2.8M | 37 | 2025 | |
| 002 | NEXT STAGE EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $636K | 23 | 2025 |
Retirement plans