# O'Neill Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/o-neill-management-llc-401k-plan

> O'Neill Management, LLC's 401(k) plan: 965 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** O'Neill Management, LLC

- **Sponsor EIN:** 341882697

- **Sponsor Address:** 38642 CENTER RIDGE ROAD, NORTH RIDGEVILLE, OH, 44039

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

- **Total Participants:** 965

- **Total Assets:** $18.1M

## 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|965|$18.1M|$284,758|$1.1M|

| 2023|961|$16.9M|$237,709|$1.1M|

| 2022|818|$14.0M|$222,324|$1.1M|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$77,716|—|$77,716|

| OPTIMA CAPITAL MANAGEMENT LLC|NONE|$42,279|—|$42,279|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $119,995

- **Estimated Expense Ratio:** 0.662% 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|$68,221|$42,279|$25,942|—|—|

| 2023|$22,787|—|$22,787|—|—|

| 2022|$25,681|—|$25,681|—|—|

## Similar Plans

- [Western Reserve Care Solutions](https://planprovider.pro/companies/western-reserve-care-solutions-401k-plan) — 972 participants

- [Amicus Capital Holdings, INC](https://planprovider.pro/companies/amicus-capital-holdings-inc-plan) — 1,008 participants

- [Continuing Health Care Solutions, INC.](https://planprovider.pro/companies/continuing-health-care-solutions-inc-401k-plan) — 1,013 participants

- [The Wesley Communities](https://planprovider.pro/companies/the-wesley-communities-401k-plan) — 897 participants

- [Hattie Larlham Center For Children With Disabilities Dba Hattie Larlha](https://planprovider.pro/companies/hattie-larlham-center-for-children-with-disabilities-dba-hattie-larlha-403b-plan) — 1,048 participants

- [Health Care Management Group](https://planprovider.pro/companies/health-care-management-group-401k-plan) — 870 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/o-neill-management-llc-401k-plan)

© 2026 PlanProvider.Pro