Plan Snapshot
- Plan Sponsor: O'Neal, INC.
- Sponsor EIN: 570619503
- Sponsor Address: PO BOX 10269, GREENVILLE, SC, 29603
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $36.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 95 | $36.9M | $715,099 | $1.8M |
| 2023 | 215 | $45.5M | $891,984 | $2.2M |
| 2022 | 224 | $39.1M | $841,258 | $2.0M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT 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 | $36,307 | $16,000 | — | — | — |
| 2023 | $35,807 | $16,000 | — | — | — |
| 2022 | $40,338 | — | — | — | — |