What public Form 5500 filings show about the Oneill Asset Management LLC 401(k) plan — and how to find and check your own account.
Oneill Asset Management LLC (EIN 30-0521830) reports ONEILL ASSET MANAGEMENT LLC 401K PLAN on its most recent Form 5500, with $342K in plan assets across 7 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Oneill Asset Management LLC filing — schedules, fees, and providers.
Oneill Asset Management LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Oneill Asset Management LLCHR for the recordkeeper’s name and login.
