How big is NEO3 LLC's plan?

NEO3 LLC's plan reported $219K in assets and 14 participants for 2025.

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Original filing (PDF)20260519122105NAL0000982609001

NEO3 LLC

Name: NEO3 LLC — Form 5500 (2025)
Creator: NEO3 LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NEO3 LLC

401(k) retirement plan · NEO3 LLC held $219K in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$219K

Net assets (EOY)

$219K

People on this filing

Donna Rosenberg signed NEO3 LLC's 2025 Form 5500 as plan administrator.

Donna Rosenberg — 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

NEO3 LLC's EIN is 34-1905822.

EIN 34-1905822

Plan number 001

Plan year 2025

ACK ID 20260519122105NAL0000982609001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for NEO3 LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

NEO3 LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

NEO3 LLC

EIN

all filings

Address

10282 MAIN ST · NEW MIDDLETOWN, OH · 44442

Phone

(330) 702-6363

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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