How big is O'NIELL'S Management, LLC's plan?

O'NIELL'S Management, LLC's plan reported $413K in assets and 107 participants for 2024.

Original filing (PDF)20251007114731NAL0002635267001

O'NIELL'S Management, LLC

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

Form 5500-SF

FILING_RECEIVED

O'NIELL'S 401(k) Plan

401(k) retirement plan · O'NIELL'S Management, LLC's O'NIELL'S 401(k) Plan held $413K in plan assets for 107 participants in 2024.

Active participants

107

Accounts w/ balance

Plan assets (EOY)

$413K

Net assets (EOY)

$413K

People on this filing

Gregory T BATZ signed O'NIELL'S Management, LLC's 2024 Form 5500 as plan administrator.

Gregory T BATZ — 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

O'NIELL'S Management, LLC's EIN is 26-3856502.

EIN 26-3856502

Plan number 001

Plan year 2024

ACK ID 20251007114731NAL0002635267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for O'NIELL'S Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for O'NIELL'S MANAGEMENT, LLC.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score