Cassandra Myers signed Neora, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Neora, LLC's EIN is 27-3731327.
Download the official 2024 Form 5500 (PDF) for Neora, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Neora, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOCUS 401K GROUP, LLC | 47-1258840 | — | INVESTMENT/FINANCIAL ADVI |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.5M | 12.9% | |
| TROWEPRICE RETIREMENT 2045 INV | Registered Investment Companies | — | — | $1.5M | 12.7% | |
| TROWEPRICE RETIRE 2020 INV | Registered Investment Companies | — | — | $1.4M | 12.0% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $1.2M | 10.3% | |
| TRPRICE RETIREMENT 2035 INV | Registered Investment Companies | — | — | $1.0M | 8.9% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $936K | 8.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL 247 REGISTERED INVESTMENT COMPANY ALGER CAPITAL APPRECIATION Z | Registered Investment Companies | — | — | $713K | 6.2% | |
| TROWEPRICE RETIREMENT 2055 INV | Registered Investment Companies | — | — | $618K | 5.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $363K | 3.2% | |
| TROWEPRICE RETIREMENT 2025 INV | Registered Investment Companies | — | — | $331K | 2.9% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $314K | 2.7% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $290K | 2.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $204K | 1.8% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $184K | 1.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $165K | 1.4% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $154K | 1.3% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $153K | 1.3% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $136K | 1.2% | |
| PRI SMALL CAP GROWTH I INST | Registered Investment Companies | — | — | $91K | 0.8% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $57K | 0.5% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $39K | 0.3% | |
| TROWEPRICE RETIREMENT 2060 INV | Registered Investment Companies | — | — | $18K | 0.2% | |
| T.ROWE PRICE RETIRE BALANCED | Registered Investment Companies | — | — | $14K | 0.1% | |
| TROWEPRICE RETIREMENT 2015 INV | Registered Investment Companies | — | — | $2K | <0.1% | |
| TRPRICE RETIREMENT 2010 INV | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $14K |
| — |
