How big is NEO Insurance Solutions LLC's plan?

NEO Insurance Solutions LLC's plan reported $124K in assets and 9 participants for 2025.

Original filing (PDF)20260504220256NAL0000319809006

NEO Insurance Solutions LLC

Name: NEO Insurance Solutions LLC — NEO Insurance, Form 5500 (2025)
Creator: NEO Insurance Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NEO Insurance Solutions 401(k) Plan

401(k) retirement plan · NEO Insurance Solutions LLC's NEO Insurance Solutions 401(k) Plan held $124K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$124K

Net assets (EOY)

$124K

Plan identifiers

NEO Insurance Solutions LLC's EIN is 83-1939417.

EIN 83-1939417

Plan number 001

Plan year 2025

ACK ID 20260504220256NAL0000319809006

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for NEO Insurance Solutions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

NEO Insurance Solutions 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 INSURANCE SOLUTIONS 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