# O Neil & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/o-neil-associates-inc-401k-plan-002

> O Neil & Associates, INC.'s 401(k) plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** O Neil & Associates, INC.

- **Sponsor EIN:** 310629068

- **Sponsor Address:** 495 BYERS ROAD, MIAMISBURG, OH, 453423662

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

- **Total Participants:** 138

- **Total Assets:** $5.4M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|138|$5.4M|$1.4M|$0|

| 2023|151|$11.7M|$928,512|$0|

| 2022|139|$10.8M|$961,272|$0|

## 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|

| FLAGEL HUBER FLAGEL|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FLAGEL HUBER FLAGEL](https://planprovider.pro/provider/flagel-huber-flagel) — Auditor

## 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [O'Neil & Associates, INC.](https://planprovider.pro/companies/o-neil-associates-inc-401k-plan-001) — 172 participants

- [Barbour Publishing, INC.](https://planprovider.pro/companies/barbour-publishing-inc-plan) — 36 participants

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