Original filing (PDF)20250724164509NAL0014478114001

PATRICK L NEELEY & ASSOCIATES, INC

Name: PATRICK L NEELEY & ASSOCIATES, INC — PROFIT-SHARING PLAN OF PATRICK L. NEELEY & ASSOCIATES, INC., Form 5500 (2024)
Creator: PATRICK L NEELEY & ASSOCIATES, INC

Form 5500-SF

FILING_RECEIVED

PROFIT-SHARING PLAN OF PATRICK L. NEELEY & ASSOCIATES, INC.

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$439K

Net assets (EOY)

$439K

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.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATRICK L NEELEY & ASSOCIATES, INC.

Plan sponsor

Name

PATRICK L NEELEY & ASSOCIATES, INC

EIN

57-0840767all filings

Address

148 N. HERON DRIVE · FOUNTAIN INN, SC · 296448305

Phone

(864) 884-0384

Industry

Wholesale Tradesee all

Plan administrator