# O'Neil Industries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/o-neil-industries-inc-401k-plan

> O'Neil Industries, INC.'s 401(k) plan: 498 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 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](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|—|

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