Plan Ledger DOL Form 5500 · updated monthly

Neo Philanthropy, Inc.401(k)

NEO PHILANTHROPY, INC. 401(K) PLAN · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
0.01%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Neo Philanthropy, Inc. reported $1,299 in plan administrative expenses for 2025: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,547 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.012% to 0.007%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other other services employers. By assets it is the 2,468th-largest of 5,648 plans among New York employers on file, and the 1,019th of 3,341 in other services. In 2025, employees put in $1.24 for every $1.00 the employer contributed; active participation has grown from 286 to 317 since 2022.

Plan summary
Net assets, end of year$20,952,443
Participants with balances424
Active participants317
Employer contributions$1,441,385
Employee contributions$1,793,507
Employer contribution per active participant$4,547
Average account balance$49,416
Benefits paid to participants$1,021,923
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$21.0M · 424 accts · $1.4M emplr
2024$15.4M · 462 accts · $1.3M emplr
2023$11.7M · 414 accts · $1.1M emplr
2022$8.9M · 338 accts · $893K emplr
The Neo Philanthropy, Inc. 401(k) match · 2025
Employer contribution per active participant$4,547
Median for plans this size$2,666
2025$4,547 per active participant
2024$3,917 per active participant
2023$3,345 per active participant
2022$3,122 per active participant

Neo Philanthropy, Inc.'s 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025$1,299 · 0.01%
2024$662 · 0.00%
2023$1,848 · 0.02%
2022$1,040 · 0.01%
Same employer
Similar plansOther Services · New York
Genserve Inc. NY$21.4M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133191113 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.