Retirement plan

NEOLIFE INTERNATIONAL, LLC RETIREMENT PLAN

Name: NEOLIFE INTERNATIONAL, LLC - NEOLIFE INTERNATIONAL, LLC RETIREMENT PLAN (2025) Form 5500
Creator: NEOLIFE INTERNATIONAL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEOLIFE INTERNATIONAL, LLC RETIREMENT PLAN, NEOLIFE INTERNATIONAL, LLC

NEOLIFE INTERNATIONAL, LLCEIN 88-0479926Plan #001PY 2025

4555 GREAT AMERICAN PARKWAY, SUITE 220 - SANTA CLARA, CA 95054510-651-0405shopneolife.comLinkedIn51-200 employeeshealth, wellness and fitness

Prospect flagsHigh cash

How to read this page

Total assets (EOY)

$37.1M

+14.3% from 2024

Total participants

171

+0.6% from 2024

Average account balance

$223,499

+14.3% from 2024

Annual return

16.37%

-3.64 pp from 2024

Benchmarks

See 99 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort99 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$37.10M

Not enough data

1 years with asset history on file

Average account balance

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

$223K

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.

166

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.

96.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.56M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+16.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$102

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

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
DOWNEY & COMPANY, LLP6 years Service code 10 · EIN 04-3106302	Accounting	$13,105
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786	Loan Processing	$2,414

Plan features & details

Pension benefit codes2F2G2J2T2E3D2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

1 tripped

OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$17K

$133 / participant

Recordkeeping$2K13.7%
Investment mgmt$1K8.8%
Other / not subdivided$13K77.6%

% of EOY assets

0.046%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: DOWNEY & COMPANY, LLP
Auditor EIN: 043106302
Audit fees: $13,105
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$223,499

$67,776+229.8%

$90,312+147.5%

$65,306+242.2%

Participation rate

96.1%

58.1%+38.0pp

72.9%+23.2pp

57.7%+38.4pp

Annual return

16.37%

16.62%-0.2pp

18.90%-2.5pp

21.94%-5.6pp

Employer contribution / active EE

$3,413

$2,195+55.5%

$2,243+52.2%

$1,967+73.5%

Participant deferral / active EE

$8,860

$2,641+235.5%

$3,749+136.3%

$2,959+199.4%

Admin fee / account holder

$102

$3,322-96.9%

$8,248-98.8%

$3,480-97.1%

Provider

Service type

Compensation

DOWNEY & COMPANY, LLP6 years

Service code 10 · EIN 04-3106302

Accounting

$13,105

FIDELITY INVESTMENTS INSTITUTIONAL11+ years

Service code 37 · EIN 04-2647786

Loan Processing

$2,414

NEOLIFE INTERNATIONAL, LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEOLIFE INTERNATIONAL, LLC RETIREMENT PLAN

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