Back to filter
Original filing (PDF)20250331101112NAL0003372355001
NEIS, INC.
Form 5500
FILING_RECEIVED
NEIS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 4.5 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
35 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
82
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 4.5 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEIS, INC..
Plan sponsor
Name
NEIS, INC.
EIN
06-0713427
Address
908 SOUTH MERIDEN ROAD · CHESHIRE, CT · 06410
Phone
(203) 272-7270
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-03-31
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APICELLA, TESTA & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MJP ASSOCIATES INC | 06-1038339 | SPRINGFIELD, MA | SVC PROVIDER TPA | $0 | — |
Investments
35 pooled funds· $12.3M
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FIDELITY 500 INDEX FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $2.3M | 18.8% |
| JPMORGAN LGCP GRW FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $1.6M | 13.2% |
| VOYA INDEX SOLUTIONS 2040 P Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $975K | 7.9% |
| VOYA INDEX SOLUTIONS 2030 P Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $861K | 7.0% |
| VOYA FIXED ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $757K | 6.2% |
| VOYA INDEX SOLUTION INC P Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $737K | 6.0% |
| JPMORGAN INTL EQUITY FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $518K | 4.2% |
| AMERICAN FUND EUROPACIFIC VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $448K | 3.6% |
| PGIM HIGH YIELD FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $420K | 3.4% |
| VOYA INDEX SOLUTION 2045 P Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $359K | 2.9% |
| FIDELITY MID CAP IDX VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $345K | 2.8% |
| VOYA INDEX SOLUTIONS 2025 P Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $318K | 2.6% |
| VOYA INTERMEDIATE BOND FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $283K | 2.3% |
| VOYA INDEX SOLUTIONS 2035 P Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $271K | 2.2% |
| JP MORGAN US EQUITY FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $243K | 2.0% |
| VANGUARD SMALL-CAP INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $238K | 1.9% |
| VOYA INDEX SOLUTION 2055 P Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $206K | 1.7% |
| DFA INTL-PROT SEC PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $203K | 1.7% |
| AMERICAN FUNDS CAP INC BLD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $194K | 1.6% |
| AMERICAN FUNDS AMER MUTUAL VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $170K | 1.4% |
| VOYA INDEX SOLUTION 2050 P Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $129K | 1.0% |
| COHEN & STEERS REAL EST S FD Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $112K | 0.9% |
| INV GOLD & SPEC MIN FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $104K | 0.8% |
| VANGAURD SMALL-CAP VI INDEX FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $88K | 0.7% |
| VANGRD MATERIALS INDEX FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $77K | 0.6% |
| MFS MID CAP GROWTH FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $72K | 0.6% |
| VOYA SMALL CAP GROWTH FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $71K | 0.6% |
| VOYA INDEX SOLUTION 2060 P Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $48K | 0.4% |
| ALLSPG SPEC MDCP VI FD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $43K | 0.4% |
| VANGRD EM MKTS STK IND FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $34K | 0.3% |
| JPMORGAN EQUITY INC FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $28K | 0.2% |
| VOYA INDEX SOLUTION 2065 P Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $13K | 0.1% |
| VOYA GV MNY MKT F A (HLD ACCT) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $6K | <0.1% |
| AMERICAN FUNDS NEW PRSPCTV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| AB LARGE CAP GRW FUND Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $104 | <0.1% |
Related plans
Other plans using MJP ASSOCIATES INC
Similar-size Finance & Insurance plans
IAS TUCSON LLC
ANDERSON 401(K) PLAN
$0
HETRICK-DRAKE ASSOCIATES, INC.
HETRICK-DRAKE ASSOCIATES, INC. 401(K) RETIREMENT PLAN
$0
THE BRADLEY COMPANY
THE BRADLEY COMPANY 401(K) PLAN
$0
MARYLAND TITLE CENTER, LLC
MARYLAND TITLE CENTER, LLC 401(K) AND PROFIT SHARING PLAN
$0
DAVEY INSURANCE MARKETING, INC. DBA PACE TPA
PACE TPA PROFIT SHARING PLAN 2
$0
NCCI HOLDINGS, INC.
NCCI HOLDINGS, INC. EMPLOYEES' RETIREMENT PLAN
$0
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B