Sponsor portfolio
NEXGEN FINANCIAL
EIN 81-5390626financial servicesLatest filing 2025
Plans
1
Retirement
1
$385K assets
Welfare
0
Participants
21
24955 PACIFIC COAST HIGHWAY, STE A202 - MALIBU, CA 90265224-565-8075nexgenfi.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEXGEN FINANCIAL | 401k | $385K | 21 | 2025 |
Retirement plans