Plan Snapshot
- Plan Sponsor: Nextgen Healthcare, INC.
- Sponsor EIN: 952888568
- Sponsor Address: 18111 VON KARMAN AVENUE, #600, IRVINE, CA, 92612
- Plan Type: 401(k)
- Total Participants: 1,413
- Total Assets: $264.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,413 | $264.6M | $4.4M | $16.8M |
| 2023 | 1,876 | $254.9M | $6.0M | $20.1M |
| 2022 | 1,974 | $205.3M | $5.8M | $18.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WRIGHT FORD YOUNG & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WRIGHT FORD YOUNG & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $209,116 | — | — | — | — |
| 2023 | $194,099 | — | — | — | — |
| 2022 | $200,329 | — | — | — | — |