# Mark A. O'Neal & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mark-a-o-neal-associates-inc-plan

> Mark A. O'Neal & Associates, INC.'s 401(k) plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mark A. O'Neal & Associates, INC.

- **Sponsor EIN:** 721330515

- **Sponsor Address:** 7732 GOODWOOD BLVD, SUITE 211, BATON ROUGE, LA, 70806

- **Plan Type:** 401(k)

- **Total Participants:** 132

- **Total Assets:** $4.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|132|$4.4M|$180,820|$701,343|

| 2023|127|$3.3M|$96,954|$569,433|

| 2022|108|$2.2M|$45,790|$351,730|

## 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|

| BOURGEOIS BENNETT, LLC|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|$35,896|$16,028|$19,868|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Express Omv](https://planprovider.pro/companies/express-omv-401k-plan) — 115 participants

- [Expeditors & Production Services Co.](https://planprovider.pro/companies/expeditors-production-services-co-401k-plan) — 155 participants

- [Can-Usa, INC.](https://planprovider.pro/companies/can-usa-inc-401k-plan) — 169 participants

- [Delmar Systems, INC.](https://planprovider.pro/companies/delmar-systems-inc-401k-plan) — 84 participants

- [Coastal Gulf & International, INC.](https://planprovider.pro/companies/coastal-gulf-international-inc-plan-001) — 190 participants

- [Medkoder, LLC](https://planprovider.pro/companies/medkoder-llc-401k-plan) — 67 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mark-a-o-neal-associates-inc-plan)

© 2026 PlanProvider.Pro