NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
283
Accounts w/ balance
489
Plan assets (EOY)
$47.0M
Net assets (EOY)
$46.6M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
Compliance & integrity
80
Total plan cost
100
Plan health
67
Vendor & structure
100
Knocking points off
100% of assets in employer securities (concentration risk).
Helping the score
Below-peer total plan cost (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEIGHBORS & ASSOCIATES, INC..
