How big is KEG 1 O'NEAL LLC's plan?

KEG 1 O'NEAL LLC's plan reported $23.0M in assets and 377 participants for 2024.

Original filing (PDF)20251013170050NAL0002471872001

KEG 1 O'NEAL LLC

Name: KEG 1 O'NEAL LLC — KEG 1 401(k) Plan, Form 5500 (2024)
Creator: KEG 1 O'NEAL LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

KEG 1 401(k) Plan

401(k) retirement plan · KEG 1 O'NEAL LLC's KEG 1 401(k) Plan held $23.0M in plan assets for 377 participants in 2024.

Signals · 1

Late participant contributions

Active participants

377

Accounts w/ balance

437

Plan assets (EOY)

$23.0M

Net assets (EOY)

$23.0M

People on this filing

Brian Black signed KEG 1 O'NEAL LLC's 2024 Form 5500 as plan administrator.

Brian Black — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KEG 1 O'NEAL LLC's EIN is 26-2718586.

EIN 26-2718586

Plan number 001

Plan year 2024

ACK ID 20251013170050NAL0002471872001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KEG 1 O'NEAL LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KEG 1 O'NEAL LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 7K (0% of contributions).

Plan sponsor

Name

KEG 1 O'NEAL LLC

EIN

all filings

Address

213 PATRIOT DRIVE · WEATHERFORD, TX · 76087

Phone

(800) 344-6405

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI CONSULTING GROUP	06-1053228	—	N/A	$17K	—

Investments

30 direct securities· $22.9M(100% of reported assets)

Other securities

$18.6M

20 holdings

Common Collective Trusts

$3.0M

2 holdings

Mutual Funds

$1.2M

6 holdings

Common Stocks

$41K

1 holding

Pooled Separate Accounts

$3K

1 holding

					% of plan
JPMorgan SmartRetirement 2050 Mutual fund -	Other securities	—	—	$4.1M	17.8%
JPMorgan Large Cap Growth Mutual fund -	Other securities	—	—	$3.9M	16.9%
Columbia Dividend Income Mutual fund -	Other securities	—	—	$3.2M	13.7%
Vanguard 500 Index Fund Mutual fund -	Common Collective Trusts	—	—	$2.9M	12.6%
JPMorgan SmartRetirement 2030 Mutual fund -	Other securities	—	—	$1.3M	5.8%
JPMorgan SmartRetirement 2040 Mutual fund -	Other securities	—	—	$1.3M	5.6%
Pioneer Bond Mutual fund -	Other securities	—	—	$998K	4.3%
American Funds Europacific Growth Mutual fund -	Mutual Funds	—	—	$798K	3.5%
Delaware Small Cap Value Mutual fund -	Other securities	—	—	$690K	3.0%
Nationwide Geneva Mid Cap Growth Mutual fund -	Other securities	—	—	$634K	2.8%
JPMorgan SmartRetirement Income Mutual fund -	Other securities	—	—	$560K	2.4%
JPMorgan Mid Cap Value Mutual fund -	Other securities	—	—	$522K	2.3%
JPMorgan SmartRetirement 2020 Mutual fund -	Other securities	—	—	$518K	2.3%
JPMorgan SmartRetirement 2060 Mutual fund -	Other securities	—	—	$351K	1.5%
Invesco Oppenheimer Discovery Mutual fund -	Mutual Funds	—	—	$264K	1.1%
Virtus Duff Phelps Real Estate Securities Mutual fund -	Other securities	—	—	$160K	0.7%
JPMorgan High Yield Bond Fund Mutual fund -	Other securities	—	—	$159K	0.7%
Vanguard Total Intl Stock Index Fund Admiral Mutual fund -	Common Collective Trusts	—	—	$112K	0.5%
Virtus Funds Emerging Markets Opportunities Mutual fund -	Other securities	—	—	$109K	0.5%
PIMCO Real Return Mutual fund -	Mutual Funds	—	—	$108K	0.5%
Alliance Bernstein AB Global Bond Mutual fund -	Other securities	—	—	$94K	0.4%
Goldman Sachs Intl Sm Cap Insights Mutual fund -	Other securities	—	—	$57K	0.2%
Standard Stable Asset Fund Class 3 Group annuity contract -	Common Stocks	—	—	$41K	0.2%
Vanguard Total Bond Market Inx Admiral Mutual fund -	Mutual Funds	—	—	$35K	0.2%
MFS International New Discovery Mutual fund -	Mutual Funds	—	—	$25K	0.1%
Pioneer Strategic Income Mutual fund -	Other securities	—	—	$22K	<0.1%
Vanguard Energy Index Adm Mutual fund -	Mutual Funds	—	—	$19K	<0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%