Plan Snapshot
- Plan Sponsor: Nextpoint Group, LLC
- Sponsor EIN: 201322593
- Sponsor Address: 14200 PARK MEADOW DRIVE, CHANTILLY, VA, 20151
- Plan Type: 401(k)
- Total Participants: 250
- Total Assets: $45.2M
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. |
|---|---|---|---|---|
| 2024 | 250 | $45.2M | $1.5M | $3.1M |
| 2023 | 206 | $36.1M | $1.4M | $2.8M |
| 2022 | 190 | $26.8M | $1.1M | $2.4M |
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 |
|---|---|---|---|---|
| GELMAN, ROSENBERG AND FREEDMAN | Auditor | — | — | $0 |
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 | $34,683 | $32,733 | — | — | — |
| 2023 | $30,462 | $29,012 | — | — | — |
| 2022 | $17,685 | $16,485 | — | — | — |