# Nextiva, INC. 401(k) Plan
Source: https://planprovider.pro/companies/nextiva-inc-401k-plan

> Nextiva, INC.'s 401(k) plan: 789 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nextiva, INC.

- **Sponsor EIN:** 208820926

- **Sponsor Address:** 9451 E. VIA DE VENTURA, SCOTTSDALE, AZ, 85256

- **Plan Type:** 401(k)

- **Total Participants:** 789

- **Total Assets:** $42.0M

## 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|789|$42.0M|$1.7M|$6.5M|

| 2023|760|$33.9M|$1.8M|$7.0M|

| 2022|887|$24.7M|$2.5M|$7.8M|

## 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|

| FORVIS MAZARS, LLP|Auditor|$15,488|—|$15,488|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,488

- **Estimated Expense Ratio:** 0.037% of plan assets

### 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|$103,147|$9,511|—|$15,488|—|

| 2023|$82,697|$6,209|—|$14,700|—|

| 2022|$74,445|$4,086|—|—|—|

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