Marks, O'NEILL, O'BRIEN, Doherty & Kelly, P.C.'s EIN is 23-2421281.
Download the official 2024 Form 5500 (PDF) for Marks, O'NEILL, O'BRIEN, Doherty & Kelly, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marks, O'NEILL, O'BRIEN, Doherty & Kelly, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | SERVICE PROVIDER | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA INC | — | LA VISTA, NE | INVESTMENT MANAGEMENT | $0 | — |
| OSAIC WEALTH INC | 93-0987232 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $20.4M | 99.3% |
| SCOTTSDALE, AZ |
| INVESTMENT MANAGEMENT |
| $0 |
| — |
