Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEXT HOLDINGS OF SWFL INC. DBA NEXT PLUMBING
EIN 45-4903785ConstructionLatest filing 2024
Plans
2
Retirement
2
$304K assets
Welfare
0
Participants
16
12821 COMMERCE LAKES DRIVE, SUITE 10 - FORT MYERS, FL 33913239-540-1444
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $304K 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 PLUMBING CASH BALANCE PLAN
CashBalance
Assets$263K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NEXT PLUMBING PROFIT SHARING PLAN
ProfitSharing
Assets$41K
Participants7
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 PLUMBING CASH BALANCE PLAN | CashBalance | $263K | 9 | 2024 | |
| 001 | NEXT PLUMBING PROFIT SHARING PLAN | ProfitSharing | $41K | 7 | 2024 |
Retirement plans