Retirement plan

NEILL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

Name: NEILL CORPORATION - NEILL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: NEILL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEILL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST, NEILL CORPORATION

NEILL CORPORATIONEIN 72-0649784Plan #001PY 2025

303 SOUTH PINE STREET - HAMMOND, LA 70403985-345-1085neill.comLinkedIn501-1000 employeescosmetics

Prospect flagsLow returnsLow assets / participantCorrective distributions

Top hat statement on fileNQDC

Filed June 19, 2018

Plan administrator

Plan administrator name- on Solo, $4.99 for your first month

303 South Pine Street

Hammond State: LA Zip Code: 70403

Email- on Solo, $4.99 for your first month Phone- on Solo, $4.99 for your first month

Plans declared (1)

Plan name not on file1 emp

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How to read this page

Total assets (EOY)

$34.5M

+16.7% from 2024

Total participants

1,269

+10.3% from 2024

Average account balance

$29,350

+9.6% from 2024

Annual return

12.73%

-1.91 pp from 2024

Benchmarks

See 489 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort489 peers

Snapshot2025

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Analytics

Total assets (EOY)

Plan-year ending balance

$34.49M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$29K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,175

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

88.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.88M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.73%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$211

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 8 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS9 years Service code 15 · EIN 13-3689044	Recordkeeping	$168,293
MASSACHUSETTS MUTUAL LIFE INS. CO.9 years Filed as: MML INVESTORS SERVICES 04-3109325 Service code 22	Insurance Broker	$58,308
THE HASLAUER GROUP, INC.9 years Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1487108	Recordkeeping	$39,521
HASLAUER PREMIER LLC2 years Service code 14 · EIN 86-1885219	Plan Administrator	$24,321
LEAFHOUSE FINANCIAL ADVISORS, LLC2 years Service code 27 · EIN 26-4311657	Advisory (Plan)	$17,860
NEILL CORPORATION1 year Service code 35 · EIN 72-0649784	Employee (plan sponsor)	$16,285
WEGMANN DAZET & COMPANY1 year Filed as: WEGMANN DAZET CPAS Service code 10 · EIN 72-0870824	Accounting	$12,118
MASSACHUSETTS MUTUAL LIFE INS. CO.9 years Filed as: MML INVESTORS SERVICES LLC Service code 22 · EIN 04-3109325	Insurance Broker	$0

Plan features & details

Pension benefit codes2E2J2K2F2G2S3H3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$248K

$304 / participant

Contract admin$248K100.0%

% of EOY assets

0.720%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: WEGMANN DAZET & CO.
Auditor EIN: 720870824
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,350

$108,549-73.0%

$156,263-81.2%

$85,563-65.7%

Participation rate

88.5%

77.1%+11.4pp

78.9%+9.6pp

66.0%+22.5pp

Annual return

12.73%

21.79%-9.1pp

59.47%-46.7pp

31.51%-18.8pp

Employer contribution / active EE

$867

$2,690-67.7%

$4,333-80.0%

$2,654-67.3%

Participant deferral / active EE

$2,668

$4,800-44.4%

$6,158-56.7%

$4,375-39.0%

Admin fee / account holder

$211

$650-67.5%

$14,255-98.5%

$834-74.7%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS9 years

Service code 15 · EIN 13-3689044

Recordkeeping

$168,293

MASSACHUSETTS MUTUAL LIFE INS. CO.9 years

Filed as: MML INVESTORS SERVICES 04-3109325

Service code 22

Insurance Broker

$58,308

THE HASLAUER GROUP, INC.9 years

Filed as: THE HASLAUER GROUP, INC

Service code 15 · EIN 72-1487108

Recordkeeping

$39,521

HASLAUER PREMIER LLC2 years

Service code 14 · EIN 86-1885219

Plan Administrator

$24,321

LEAFHOUSE FINANCIAL ADVISORS, LLC2 years

Service code 27 · EIN 26-4311657

Advisory (Plan)

$17,860

NEILL CORPORATION1 year

Service code 35 · EIN 72-0649784

Employee (plan sponsor)

$16,285

WEGMANN DAZET & COMPANY1 year

Filed as: WEGMANN DAZET CPAS

Service code 10 · EIN 72-0870824

Accounting

$12,118

MASSACHUSETTS MUTUAL LIFE INS. CO.9 years

Filed as: MML INVESTORS SERVICES LLC

Service code 22 · EIN 04-3109325

Insurance Broker

NEILL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEILL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion