Plan Ledger DOL Form 5500 · updated monthly

Neolife International, LLC401(k)

NEOLIFE INTERNATIONAL, LLC RETIREMENT PLAN · SANTA CLARA, CA · plan year 2025

Reported admin expense ratio · 2025
0.05%

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

Neolife International, LLC reported $16,898 in plan administrative expenses for 2025: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,413 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 4 years on file its reported administrative ratio has held roughly steady near 0.049%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,273rd-largest of 9,483 plans among California employers on file, and the 3,887th of 13,661 in manufacturing. In 2025, employees put in $2.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$37,100,869
Participants with balances166
Active participants127
Employer contributions$433,506
Employee contributions$1,125,264
Employer contribution per active participant$3,413
Average account balance$223,499
Benefits paid to participants$2,218,042
Plan auditUnmodified (clean) audit opinion
AuditorDOWNEY & COMPANY, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$37.1M · 166 accts · $434K emplr
2024$32.4M · 166 accts · $426K emplr
2023$28.1M · 165 accts · $420K emplr
2022$25.5M · 159 accts · $371K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$2,313
Investment management$1,480
Audit (IQPA)$13,105
Total administrative$16,898
The Neolife International, LLC 401(k) match · 2025
Employer contribution per active participant$3,413
Median for plans this size$2,666
2025$3,413 per active participant
2024$3,466 per active participant
2023$3,361 per active participant
2022$3,142 per active participant

Neolife International, LLC's 2025 employer contribution ran above the $2,666 median for plans its size. 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.

Service providers · 20252
DOWNEY & COMPANY, LLP · Accounting / audit$13,105
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,414

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$16,898 · 0.05%
2024$1,852 · 0.01%
2023$13,965 · 0.05%
2022$12,844 · 0.05%
Same employer
Similar plansManufacturing · California
Pasco Scientific CA$37.6M · 0.24%
Universal Audio Inc. CA$37.6M · 0.47%
Lithographix, Inc. CA$37.4M · 0.39%
Hyundai Translead CA$36.7M · 0.16%
Zipline International Inc. CA$36.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 880479926 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.