How big is Neill Financial Group's plan?

Neill Financial Group's plan reported $133K in assets and 2 participants for 2024.

Original filing (PDF)20250730172145NAL0011082850001

Neill Financial Group

Name: Neill Financial Group — Neill Financial Group, Form 5500 (2024)
Creator: Neill Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Neill Financial Group Retirement Trust

401(k) retirement plan · Neill Financial Group's Neill Financial Group Retirement Trust held $133K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$133K

Net assets (EOY)

$133K

People on this filing

Plan Sponsor signed Neill Financial Group's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Neill Financial Group's EIN is 82-2007684.

EIN 82-2007684

Plan number 001

Plan year 2024

ACK ID 20250730172145NAL0011082850001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Neill Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Neill Financial Group'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 NEILL FINANCIAL GROUP.

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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