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Original filing (PDF)20250926164043NAL0004102355001
NEIL PATEL DIGITAL
Form 5500
FILING_RECEIVED
NEIL PATEL DIGITAL 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
281
Accounts w/ balance
355
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEIL PATEL DIGITAL.
Plan sponsor
Name
NEIL PATEL DIGITAL
EIN
82-2715243
Address
5940 S RAINBOW BLVD, · SUITE 400 · LAS VEGAS, NV · 89118
Phone
(202) 300-6383
Industry
Professional & Technical Servicessee 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
2025-09-26
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS. | — | OVERLAND PARK, KS | NONE | $46K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $4K | — |
Investments
23 direct securities· $13.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.8M | 20.7% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.0M | 14.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.0M | 14.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.7M | 12.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.5M | 11.2% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $792K | 5.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $784K | 5.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $580K | 4.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $284K | 2.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $254K | 1.9% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $189K | 1.4% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $166K | 1.2% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $166K | 1.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $123K | 0.9% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $122K | 0.9% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $40K | 0.3% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $39K | 0.3% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 | — | — | — | $32K | 0.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $26K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $19K | 0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $15K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $5K | <0.1% |
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