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Original filing (PDF)20250722220107NAL0004243856013
NEOCIS, INC.
Form 5500
FILING_RECEIVED
NEOCIS 401(K) PLAN
401(k) retirement plan
Signals · 1
42% in single holding
Active participants
137
Accounts w/ balance
213
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Index Fund Mutual Fund" is 42% of plan.
Helping the score
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEOCIS, INC..
Plan sponsor
Name
NEOCIS, INC.
EIN
90-0925719
Address
545 NW 26TH ST · SUITE 700 · MIAMI, FL · 33127
Phone
(855) 963-6247
Industry
Manufacturingsee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $9K | — |
Investments
29 direct securities· $9.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Index Fund Mutual Fund | — | — | — | $4.1M | 40.7% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $1.7M | 16.8% | |
| Investments Vanguard Bond Index Fund Mutual Fund | — | — | — | $1.1M | 11.2% | |
| Vanguard Emerging Markets Stock Fund Mutual Fund | — | — | — | $881K | 8.8% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $438K | 4.4% | |
| Vanguard Total International Bond Index Fund Mutual Fund | — | — | — | $367K | 3.7% | |
| Vanguard Growth Index Fund Mutual Fund | — | — | — | $272K | 2.7% | |
| Vanguard Index 500 Fund Mutual Fund | — | — | — | $271K | 2.7% | |
| Vanguard Short-Term Inflation Protected Securities Index Fund Mutual Fund | — | — | — | $123K | 1.2% | |
| Vanguard Small Cap Value Index Fund Mutual Fund | — | — | — | $88K | 0.9% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $67K | 0.7% | |
| Vanguard Short-Term Bond Index Fund Mutual Fund | — | — | — | $60K | 0.6% | |
| Vanguard Information Technology Fund Mutual Fund | — | — | — | $51K | 0.5% | |
| Vanguard Extended Market Index Fund Mutual Fund | — | — | — | $49K | 0.5% | |
| Vanguard Total Institutional Stock Index Fund Mutual Fund | — | — | — | $47K | 0.5% | |
| Vanguard Dividend Appreciation Index Fund Mutual Fund | — | — | — | $42K | 0.4% | |
| Vanguard Group Mid Cap Index Fund Mutual Fund | — | — | — | $35K | 0.4% | |
| Vanguard Reserve Federal Money Market Fund Money Market Mutal Fund | — | — | — | $26K | 0.3% | |
| Vanguard Mid Cap Value Index Fund Mutual Fund | — | — | — | $26K | 0.3% | |
| Vanguard Mid Cap Growth Index Fund Mutual Fund | — | — | — | $17K | 0.2% | |
| Vanguard Group Large Cap Index Fund Mutual Fund | — | — | — | $16K | 0.2% | |
| Vanguard Health Care Index Fund Mutual Fund | — | — | — | $13K | 0.1% | |
| Vanguard Energy Index Fund Mutual Fund | — | — | — | $11K | 0.1% | |
| Vanguard Intermediate Bond Index Fund Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard International Equity Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Small Cap Growth Index Fund Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard International Dividend Appreciation Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Utilities Index Fund Mutual Fund | — | — | — | $2K | <0.1% |
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