How big is Neatly Technologies Inc.'s plan?

Neatly Technologies Inc.'s plan reported $1.2M in assets and 6 participants for 2025.

Original filing (PDF)20260423220145NAL0011261906048

Neatly Technologies Inc.

Name: Neatly Technologies Inc. — Neatly Technologies, Form 5500 (2025)
Creator: Neatly Technologies Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Neatly Technologies 401(k) Plan

401(k) retirement plan · Neatly Technologies Inc.'s Neatly Technologies 401(k) Plan held $1.2M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Elantha Barry signed Neatly Technologies Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Neatly Technologies Inc.'s EIN is 81-5332314.

EIN 81-5332314

Plan number 001

Plan year 2025

ACK ID 20260423220145NAL0011261906048

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

NEATLY TECHNOLOGIES INC

EIN

all filings

Address

210 MILWAUKEE PL · DANVILLE, CA · 94526

Phone

(415) 992-1531

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator