Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEXTGEN MANAGEMENT, LLC
EIN 80-0590559real estateLatest filing 2025
Plans
2
Retirement
2
$19.0M assets
Welfare
0
Participants
45
5355 TOWN CENTER ROAD, SUITE 203 - BOCA RATON, FL 33486561-544-7944nextgenmanagement.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.0M assets / 45 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
NEXTGEN MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$10.3M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NEXTGEN MANAGEMENT 401(K) PLAN
401k
Assets$8.7M
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 | |
|---|---|---|---|---|---|---|
| 002 | NEXTGEN MANAGEMENT CASH BALANCE PLAN | CashBalance | $10.3M | 22 | 2025 | |
| 001 | NEXTGEN MANAGEMENT 401(K) PLAN | 401k | $8.7M | 23 | 2025 |
Retirement plans