Mark A. O'neal & Associates, Inc. 401(k) Plan
Sponsored by Mark A. O'neal & Associates, Inc. · EIN 721330515 · Plan #001
- Total assets
- $4.4M
- Net assets
- $4.4M
- Active participants
- 132
- With balances
- 130
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 |
|---|---|---|
| Bonfanti Investment Services, Llc CRD 284395 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vestwell | Contract administrator, Investment advisory (plan), Investment management fees (direct) | $19,868 |
| Bonfanti Investment Services, Llc | Contract administrator, Investment advisory (plan), Investment management fees (direct) | $16,028 |