Original filing (PDF)20251010150410NAL0013382288001

NEIGHBOR TO FAMILY, INC.

Name: NEIGHBOR TO FAMILY, INC. — EMPLOYEE BENEFIT PLAN OF NEIGHBOR TO FAMILY, INC., Form 5500 (2024)
Creator: NEIGHBOR TO FAMILY, INC.

Form 5500

FILING_RECEIVED

EMPLOYEE BENEFIT PLAN OF NEIGHBOR TO FAMILY, INC.

401(k) retirement plan

Signals · 1

40% employer stock

Active participants

Accounts w/ balance

140

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

How this plan invests

This plan

1 pooled trust

Schedule D

37 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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEIGHBOR TO FAMILY, INC..

Plan sponsor

Name

NEIGHBOR TO FAMILY, INC.

EIN

36-4354882

Address

122 S SEGRAVE ST STE 120 · DAYTONA BEACH, FL · 321144262

Phone

(386) 523-1440

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

2025-10-10

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

SB & COMPANY, LLC

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$2K	—

Investments

37 direct securities · 1 pooled fund· $4.8M(100% of reported assets)

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.

Pooled Separate Account

$2.3M

1 holding

Common Stock

$1.7M

16 holdings

Other securities

$823K

19 holdings

Participant loans

$25K

1 holding

Cash / Money Market

$14K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$2.3M	87.4%
Mutual of America 2045 Retirement Fund Separate Account	Common Stock	—	—	$694K	26.9%
Mutual of America 2040 Retirement Fund Separate Account	Common Stock	—	—	$363K	14.1%
Insurance Company General Contract * Mutual of America Life Insurance Company Interest Accumulation Fund	Other securities	—	—	$301K	11.7%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2035 Fund	Common Stock	—	—	$151K	5.8%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2030 Fund	Common Stock	—	—	$125K	4.8%
Mutual of America 2055 Retirement Fund Separate Account	Common Stock	—	—	$110K	4.3%
T. Rowe Price Blue Chip Growth Portfolio Separate Account	Other securities	—	—	$95K	3.7%
Mutual of America Mid-Cap Equity Index Separate Account	Other securities	—	—	$84K	3.3%
Mutual of America 2050 Retirement Fund Separate Account	Common Stock	—	—	$64K	2.5%
Mutual of America Equity Index Fund Separate Account	Other securities	—	—	$64K	2.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2025 Fund	Common Stock	—	—	$51K	2.0%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2060 Fund	Common Stock	—	—	$50K	1.9%
American Century VP Capital Appreciation Separate Account	Other securities	—	—	$47K	1.8%
Mutual of America Composite Fund Separate Account	Common Stock	—	—	$45K	1.7%
Mutual of America Mid Cap Value Fund Separate Account	Other securities	—	—	$44K	1.7%
Mutual of America Moderate Allocation Separate Account	Other securities	—	—	$31K	1.2%
DWS Capital Growth VIP Separate Account	Other securities	—	—	$30K	1.2%
Participants Participant loans**	Participant loans	—	—	$25K	1.0%
Mutual of America Bond Fund Separate Account	Other securities	—	—	$24K	0.9%
Vanguard VIF International Portfolio Separate Account	Other securities	—	—	$21K	0.8%
Vanguard VIF Diversified Value Portfolio Separate Account	Other securities	—	—	$18K	0.7%
Fidelity VIP Equity- Income Portfolio Separate Account	Other securities	—	—	$16K	0.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2065 Fund	Common Stock	—	—	$16K	0.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2020 Fund	Common Stock	—	—	$14K	0.6%
Separate Accounts * Mutual of America Money Market Fund Separate Account	Cash / Money Market	—	—	$14K	0.5%
Mutual of America 2015 Retirement Fund Separate Account	Common Stock	—	—	$13K	0.5%
Fidelity VIP Asset Manager Portfolio Separate Account	Other securities	—	—	$11K	0.4%
Mutual of America Aggressive Allocation Separate Account	Other securities	—	—	$11K	0.4%
Mutual of America Mid-Term Bond Fund Separate Account	Common Stock	—	—	$10K	0.4%
Fidelity VIP Mid Cap Portfolio Separate Account	Other securities	—	—	$9K	0.3%
Fidelity VIP Contrafund Portfolio Separate Account	Other securities	—	—	$8K	0.3%
Mutual of America Conservative Allocation Separate Account	Other securities	—	—	$6K	0.2%
Mutual of America Small Cap Growth Fund Separate Account	Common Stock	—	—	$6K	0.2%
Mutual of America Small Cap Value Fund Separate Account	Common Stock	—	—	$4K	0.2%
Vanguard VIF Real Estate Index Portfolio Separate Account	Other securities	—	—	$3K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America Invesco V.I. Main Street Fund	Common Stock	—	—	$3K	0.1%
Mutual of America Retirement Income Fund Separate Account	Other securities	—	—	$1K	<0.1%