How big is NEO Partners LLC's plan?

NEO Partners LLC's plan reported $163K in assets and 3 participants for 2024.

Original filing (PDF)20250509081954NAL0021193840001

NEO Partners LLC

Name: NEO Partners LLC — NEO Partners LLC 401(k) Profit, Form 5500 (2024)
Creator: NEO Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NEO Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · NEO Partners LLC's NEO Partners LLC 401(k) Profit Sharing Plan & Trust held $163K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

People on this filing

Edward Rojas signed NEO Partners LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

NEO Partners LLC's EIN is 83-1399675.

EIN 83-1399675

Plan number 001

Plan year 2024

ACK ID 20250509081954NAL0021193840001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for NEO Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

NEO Partners LLC'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 NEO PARTNERS LLC.

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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