Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEXT GENERATION METALS
EIN 26-1475967wholesaleLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
16
7025 BERACASA WAY, STE 103A - BOCA RATON, FL 33433561-886-0907ngmetals.comLinkedIn1-10 employeeswholesale
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 16 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#002
NEXT GENERATION METALS, INC. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NEXT GENERATION METALS 401(K) PLAN
401k
Assets$938K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NEXT GENERATION METALS, INC. CASH BALANCE PLAN | CashBalance | $1.3M | 8 | 2024 | |
| 001 | NEXT GENERATION METALS 401(K) PLAN | 401k | $938K | 8 | 2025 |
Retirement plans