Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEXT LEGACY MANAGEMENT, LLC
EIN 94-3352517Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$7.7M assets
Welfare
0
Participants
56
3000 ALPINE ROAD - PORTOLA VALLEY, CA 94028650-324-5980
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.7M assets / 56 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#001
NEXT LEGACY MANAGEMENT, LLC 401(K) PLAN
401k
Assets$5.1M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NEXT LEGACY MANAGEMENT, LLC CASH BALANCE
CashBalance
Assets$2.6M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEXT LEGACY MANAGEMENT, LLC 401(K) PLAN | 401k | $5.1M | 31 | 2025 | |
| 002 | NEXT LEGACY MANAGEMENT, LLC CASH BALANCE | CashBalance | $2.6M | 25 | 2025 |
Retirement plans