Plan Snapshot
- Plan Sponsor: Nexgen Financial
- Sponsor EIN: 815390626
- Sponsor Address: 24955 PACIFIC COAST HIGHWAY,, MALIBU, CA, 90265
- Plan Type: DC
- Total Participants: 5
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $3.8M | $247,219 | $0 |
| 2023 | 4 | $3.1M | $115,655 | $0 |
| 2022 | 3 | $2.7M | $97,000 | $0 |