Plan Snapshot
- Plan Sponsor: Neolife International, LLC
- Sponsor EIN: 880479926
- Sponsor Address: 4555 GREAT AMERICAN PARKWAY, SANTA CLARA, CA, 95054
- Plan Type: DC
- Total Participants: 123
- Total Assets: $32.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 123 | $32.4M | $426,369 | $1.1M |
| 2023 | 125 | $28.1M | $420,129 | $1.1M |
| 2022 | 118 | $25.5M | $370,707 | $1.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DOWNEY & COMPANY, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,852 | $8 | — | — | — |
| 2023 | $13,965 | — | — | $12,490 | — |
| 2022 | $12,844 | — | — | — | — |