Nextiva, Inc. 401(k) Plan: Login, Facts & Contact Information

Nextiva, Inc. 401(k) Plan Facts

Plan name
NEXTIVA 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
NEXTIVA, INC.
Participants
967 (789 active employees)
Former employees with a balance
230
Plan assets
$41,959,183 at Dec 31, 2024
Average account balance
$49,656 across 845 accounts
Employer contributions
$1,735,738 in plan year 2024 (19% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2012
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $8.97 million went into the plan in contributions, $1.74 million of it from the employer (19%).
  • $6.05 million was paid out to participants.
  • Investment and other income added $5.25 million.
  • Administrative expenses were $103,147, about $122 per account.

How the Nextiva, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019867$8.09 million$457,986$1.55 million
2020717$12.0 million$503,505$1.56 million
2021706$18.1 million$780,152$1.90 million
2022771$24.7 million$2.47 million$3.33 million
2023887$33.9 million$1.81 million$5.50 million
2024967$42.0 million$1.74 million$6.05 million

Nextiva, Inc. 401(k) Contact Information

Phone
844-202-5598
Mailing address
9451 E. VIA DE VENTURA, SCOTTSDALE AZ 85256
Plan sponsor
NEXTIVA, INC.
Employer identification number (EIN)
20-8820926
Plan number
001

Questions about the Nextiva, Inc. 401(k)

Does Nextiva, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.74 million, 19% of all contributions.

Does the Nextiva, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Nextiva, Inc 401(k) plan?

967 participants at the start of plan year 2024, 789 of them active employees, and 230 former employees who still had money in the plan.

What is the average 401(k) balance at Nextiva, Inc?

About $49,656 per account: $42.0 million in plan assets across 845 accounts with a balance at the end of plan year 2024.

Who manages the Nextiva, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Nextiva, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 18111 VON KARMAN AVENUE, #600, IRVINE, CA, 92612
Headquarter: 71 STEVENSON ST, STE 403, SAN FRANCISCO, CA, 94105
Headquarter: 7930 JONES BRANCH DRIVE SUITE 1100, MCLEAN, VA, 22102
Headquarter: 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
Headquarter: 200 N. MILWAUKEE AVENUE, VERNON HILLS, IL, 60061