How big is Neponset Valley Financial Partners' plan?

Neponset Valley Financial Partners' plan reported $2.0M in assets and 3 participants for 2024.

Original filing (PDF)20250728132633NAL0000923619001

Neponset Valley Financial Partners

Name: Neponset Valley Financial Partners — Neponset Valley, Form 5500 (2024)
Creator: Neponset Valley Financial Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Neponset Valley Financial Partners Profit Sharing Plan and Trust

401(k) retirement plan · Neponset Valley Financial Partners' Neponset Valley Financial Partners Profit Sharing Plan and Trust held $2.0M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

CHAD Carroll signed Neponset Valley Financial Partners' 2024 Form 5500 as plan administrator.

CHAD Carroll — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Neponset Valley Financial Partners' EIN is 04-3329090.

EIN 04-3329090

Plan number 001

Plan year 2024

ACK ID 20250728132633NAL0000923619001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Neponset Valley Financial Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Neponset Valley Financial Partners' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEPONSET VALLEY FINANCIAL PARTNERS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score