O'neill Healthcare 401(k) Plan
Sponsored by O'neill Management, Llc · EIN 341882697 · Plan #001
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 965
- With balances
- 501
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Optima Capital Management Llc CRD 306036 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $77,716 |
| Optima Capital Management Llc | Investment advisory (plan), Consulting fees | $42,279 |