Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEXT MANAGEMENT ADVISORS, LLC
EIN 92-3984817entertainmentLatest filing 2025
Plans
3
Retirement
3
$744K assets
Welfare
0
Participants
15
150 EAST 52ND STREET, 28TH FLOOR - NEW YORK, NY 10011646-467-2284nextmanagement.comLinkedIn51-200 employeesentertainment
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $744K assets / 15 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 MANAGEMENT ADVISORS, LLC CASH BALANCE PLAN
CashBalance
Assets$533K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
NEXT MANAGEMENT ADVISORS 401(K) PLAN
401k
Assets$149K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NEXT MANAGEMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$62K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NEXT MANAGEMENT ADVISORS, LLC CASH BALANCE PLAN | CashBalance | $533K | 5 | 2024 | |
| 003 | NEXT MANAGEMENT ADVISORS 401(K) PLAN | 401k | $149K | 5 | 2025 | |
| 001 | NEXT MANAGEMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN | 401k | $62K | 5 | 2024 |
Retirement plans