# Nextpoint Financial, INC. 401(k) Plan
Source: https://planprovider.pro/companies/nextpoint-financial-inc-401k-plan

> Nextpoint Financial, INC.'s 401(k) plan: 360 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Nextpoint Financial, INC.

- **Sponsor EIN:** 863493325

- **Sponsor Address:** 500 GRAPEVINE HWY, HURST, TX, 760542785

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

- **Total Participants:** 360

- **Total Assets:** $9.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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.|

| 2023|360|$9.9M|$535,068|$1.7M|

| 2022|448|$6.9M|$528,534|$1.7M|

## 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|

| WEAVER AND TIDWELL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WEAVER AND TIDWELL LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — 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|

| 2023|$92,381|$3,379|$82,243|—|—|

| 2022|$63,662|$2,122|$57,297|—|$4,243|

## Similar Plans

- [Ltct Holdings LLC](https://planprovider.pro/companies/ltct-holdings-llc-401k-plan) — 402 participants

- [Elevate Credit Service, LLC](https://planprovider.pro/companies/elevate-credit-service-llc-401k-plan) — 314 participants

- [Self Financial, INC.](https://planprovider.pro/companies/self-financial-inc-401k-plan) — 299 participants

- [Western Shamrock Corporation](https://planprovider.pro/companies/western-shamrock-corporation-401k-plan) — 428 participants

- [Mercury Financial LLC](https://planprovider.pro/companies/mercury-financial-llc-401k-plan) — 208 participants

- [Openroad Lending, LLC](https://planprovider.pro/companies/openroad-lending-llc-401k-plan) — 104 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/nextpoint-financial-inc-401k-plan)

© 2026 PlanProvider.Pro