Plan Snapshot
- Plan Sponsor: O'Neil Industries, INC.
- Sponsor EIN: 363156703
- Sponsor Address: 1245 WEST WASHINGTON BLVD., CHICAGO, IL, 60607
- Plan Type: 401(k)
- Total Participants: 498
- Total Assets: $96.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 498 | $96.8M | $2.0M | $5.7M |
| 2023 | 451 | $82.4M | $1.9M | $5.4M |
| 2022 | 488 | $69.8M | $1.4M | $4.7M |
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 |
|---|---|---|---|---|
| FIDUCIENT ADVISORS | CONSULTANT | $68,631 | — | $68,631 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $58,522 | — | $58,522 |
| CROWE | ACCOUNTANT/AUDITOR | $17,500 | — | $17,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,653
- Estimated Expense Ratio: 0.149% of plan assets
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 | $131,009 | — | — | $17,500 | — |
| 2023 | $114,865 | — | — | $17,000 | — |
| 2022 | $104,675 | — | — | — | — |