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Original filing (PDF)20251014090944NAL0005173314001
NEA THERAPY PROVIDERS, LLC
Form 5500
FILING_RECEIVED
NEA THERAPY PROVIDERS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
256
Accounts w/ balance
155
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
80 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEA THERAPY PROVIDERS, LLC.
Plan sponsor
Name
NEA THERAPY PROVIDERS, LLC
EIN
26-2560446
Address
2911 LONGVIEW DR. · JONESBORO, AR · 72401
Phone
(870) 336-0238
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HCJ CPAS & ADVISORS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
79 direct securities· $9.0M(100% of reported assets)
Uncategorized
$9.0M
77 holdings
Mutual Funds
$11K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AFTD50-R2 MUTUAL FUNDS | — | — | — | $713K | 21.6% | |
| American Funds 2050 Target Date Retirement Fund R5 * Value of Interest in Registered Investment Companies | — | — | — | $713K | 21.6% | |
| American Funds 2050 Target Date Retirement Fund R5 * Value of Interest in Registered Investment Companies | — | — | — | $569K | 17.2% | |
| AFTD60-R5 MUTUAL FUNDS | — | — | — | $431K | 13.0% | |
| American Funds 2060 Target Date Retirement Fund R5 * Value of Interest in Registered Investment Companies | — | — | — | $431K | 13.0% | |
| American Funds 2060 Target Date Retirement Fund R5 * Value of Interest in Registered Investment Companies | — | — | — | $329K | 9.9% | |
| GFA-R5 MUTUAL FUNDS | — | — | — | $320K | 9.7% | |
| The Growth Fund of America R5 Value of Interest in Registered Investment Companies | — | — | — | $320K | 9.7% | |
| Growth Portfolio - R5 Value of Interest in Registered Investment Companies | — | — | — | $291K | 8.8% | |
| PSG-R5 MUTUAL FUNDS | — | — | — | $291K | 8.8% | |
| AFTD55-R2 MUTUAL FUNDS | — | — | — | $230K | 7.0% | |
| American Funds 2055 Target Date Retirement Fund R5 * Value of Interest in Registered Investment Companies | — | — | — | $230K | 7.0% | |
| The Growth Fund of America R5 Value of Interest in Registered Investment Companies | — | — | — | $225K | 6.8% | |
| The Investment Company of America R5 Value of Interest in Registered Investment Companies | — | — | — | $192K | 5.8% | |
| ICA-R5 MUTUAL FUNDS | — | — | — | $192K | 5.8% | |
| AFTD45-R2 MUTUAL FUNDS | — | — | — | $182K | 5.5% | |
| American Funds 2045 Target Date Retirement Fund R5 * Value of Interest in Registered Investment Companies | — | — | — | $182K | 5.5% | |
| PSGI-R5 MUTUAL FUNDS | — | — | — | $172K | 5.2% | |
| Growth and Income Portfolio R5 Value of Interest in Registered Investment Companies | — | — | — | $172K | 5.2% | |
| American Funds 2055 Target Date Retirement Fund R5 * Value of Interest in Registered Investment Companies | — | — | — | $156K | 4.7% | |
| Growth Portfolio - R5 Value of Interest in Registered Investment Companies | — | — | — | $153K | 4.6% | |
| American Funds 2045 Target Date Retirement Fund R5 * Value of Interest in Registered Investment Companies | — | — | — | $148K | 4.5% | |
| Fundamental Investors R5 Value of Interest in Registered Investment Companies | — | — | — | $145K | 4.4% | |
| FI-R5 MUTUAL FUNDS | — | — | — | $145K | 4.4% | |
| The Investment Company of America R5 Value of Interest in Registered Investment Companies | — | — | — | $141K | 4.2% | |
| AFTD65-R5 MUTUAL FUNDS | — | — | — | $122K | 3.7% | |
| American Funds 2065 Target Date Retirement Fund R5 * Value of Interest in Registered Investment Companies | — | — | — | $122K | 3.7% | |
| Growth and Income Portfolio R5 Value of Interest in Registered Investment Companies | — | — | — | $114K | 3.5% | |
| Fundamental Investors R5 Value of Interest in Registered Investment Companies | — | — | — | $107K | 3.2% | |
| American Balanced Fund R5 Value of Interest in Registered Investment Companies | — | — | — | $73K | 2.2% | |
| AMBAL-R5 MUTUAL FUNDS | — | — | — | $73K | 2.2% | |
| American Funds 2065 Target Date Retirement Fund R5 * Value of Interest in Registered Investment Companies | — | — | — | $67K | 2.0% | |
| AFTD25-R2 MUTUAL FUNDS | — | — | — | $64K | 1.9% | |
| American Funds 2020 Target Date Retirement Fund R5 * Value of Interest in Registered Investment Companies ** 328 American Funds 2025 Target Date Retirement Fund R5 * Value of Interest in Registered Investment Companies | — | — | — | $64K | 1.9% | |
| SCWF-R5 MUTUAL FUNDS | — | — | — | $62K | 1.9% | |
| SMALLCAP World Fund R5 Value of Interest in Registered Investment Companies | — | — | — | $62K | 1.9% | |
| New Perspective Fund R5 Value of Interest in Registered Investment Companies | — | — | — | $57K | 1.7% | |
| NPF-R5 MUTUAL FUNDS | — | — | — | $57K | 1.7% | |
| American Balanced Fund R5 Value of Interest in Registered Investment Companies | — | — | — | $54K | 1.6% | |
| American Funds 2020 Target Date Retirement Fund R5 * Value of Interest in Registered Investment Companies ** 194 American Funds 2025 Target Date Retirement Fund R5 * Value of Interest in Registered Investment Companies | — | — | — | $54K | 1.6% | |
| American Funds 2040 Target Date Retirement Fund R5 * Value of Interest in Registered Investment Companies | — | — | — | $53K | 1.6% | |
| SMALLCAP World Fund R5 Value of Interest in Registered Investment Companies | — | — | — | $51K | 1.5% | |
| American Funds 2035 Target Date Retirement Fund R5 * Value of Interest in Registered Investment Companies | — | — | — | $50K | 1.5% | |
| AFTD35-R2 MUTUAL FUNDS | — | — | — | $50K | 1.5% | |
| New Perspective Fund R5 Value of Interest in Registered Investment Companies | — | — | — | $42K | 1.3% | |
| AFTD40-R2 MUTUAL FUNDS | — | — | — | $42K | 1.3% | |
| American Funds 2040 Target Date Retirement Fund R5 * Value of Interest in Registered Investment Companies | — | — | — | $42K | 1.3% | |
| American Funds 2035 Target Date Retirement Fund R5 * Value of Interest in Registered Investment Companies | — | — | — | $39K | 1.2% | |
| Washington Mutual Investors Fund R5 Value of Interest in Registered Investment Companies | — | — | — | $31K | 0.9% | |
| Capital Income Builder Value of Interest in Registered Investment Companies | — | — | — | $23K | 0.7% | |
| CIB-R5 MUTUAL FUNDS | — | — | — | $23K | 0.7% | |
| Washington Mutual Investors Fund R5 Value of Interest in Registered Investment Companies | — | — | — | $21K | 0.6% | |
| Money Market American Funds U.S. Government Money Market* Value of Interest in Registered Investment Companies | — | — | — | $20K | 0.6% | |
| MMF-R5 MUTUAL FUNDS | — | — | — | $20K | 0.6% | |
| Money Market American Funds U.S. Government Money Market* Value of Interest in Registered Investment Companies | — | — | — | $18K | 0.6% | |
| Capital Income Builder Value of Interest in Registered Investment Companies | — | — | — | $18K | 0.5% | |
| NEF-R5 MUTUAL FUNDS | — | — | — | $17K | 0.5% | |
| The New Economy Fund R5 Value of Interest in Registered Investment Companies | — | — | — | $17K | 0.5% | |
| Intermediate Bond Fund of America R5 Value of Interest in Registered Investment Companies | — | — | — | $14K | 0.4% | |
| IBFA-R5 MUTUAL FUNDS | — | — | — | $14K | 0.4% | |
| American Funds Moderate Growth and Income R5 * Value of Interest in Registered Investment Companies | — | — | — | $13K | 0.4% | |
| PSMGI-R5 MUTUAL FUNDS | — | — | — | $13K | 0.4% | |
| Intermediate Bond Fund of America R5 Value of Interest in Registered Investment Companies | — | — | — | $12K | 0.4% | |
| NWF-R5 MUTUAL FUNDS | — | — | — | $12K | 0.4% | |
| New World Fund R5 Value of Interest in Registered Investment Companies | — | — | — | $12K | 0.4% | |
| The New Economy Fund R5 Value of Interest in Registered Investment Companies | — | — | — | $11K | 0.3% | |
| American Funds Moderate Growth and Income R5 * Value of Interest in Registered Investment Companies | — | — | — | $11K | 0.3% | |
| AFTD30-R2 MUTUAL FUNDS | — | — | — | $10K | 0.3% | |
| American Funds 2030 Target Date Retirement Fund R5 * Value of Interest in Registered Investment Companies | — | — | — | $10K | 0.3% | |
| New World Fund R5 Value of Interest in Registered Investment Companies | — | — | — | $9K | 0.3% | |
| AF Conservative Growth and Income R5 * Value of Interest in Registered Investment Companies | — | — | — | $8K | 0.3% | |
| PSCGI-R5 MUTUAL FUNDS | — | — | — | $8K | 0.3% | |
| American Funds 2030 Target Date Retirement Fund R5 * Value of Interest in Registered Investment Companies | — | — | — | $8K | 0.2% | |
| American High-Income Trust R5 Value of Interest in Registered Investment Companies | — | — | — | $7K | 0.2% | |
| AHIT-R5 MUTUAL FUNDS | — | — | — | $7K | 0.2% | |
| EuroPacific Growth Fund R5 Value of Interest in Registered Investment Companies | Mutual Funds | — | — | $6K | 0.2% | |
| American High-Income Trust R5 Value of Interest in Registered Investment Companies | — | — | — | $6K | 0.2% | |
| EuroPacific Growth Fund R5 Value of Interest in Registered Investment Companies | Mutual Funds | — | — | $5K | 0.1% | |
| AF Conservative Growth and Income R5 * Value of Interest in Registered Investment Companies | — | — | — | $4K | 0.1% |
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