O'neal, Inc. 401(k) Plan And Trust
Sponsored by O'neal, Inc. · EIN 570619503 · Plan #001 · Greenville, SC
- Total assets
- $36.9M
- Net assets
- $36.9M
- Active participants
- 95
- With balances
- 289
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 |
|---|---|---|
| Bna Wealth, Inc. CRD 39326 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $20,307 |
| Bna Wealth Inc | Investment advisory (plan) | $16,000 |