How big is RA O'NEAL LLC's plan?

RA O'NEAL LLC's plan reported $145K in assets and 4 participants for 2024.

Original filing (PDF)20251014073730NAL0002337729001

RA O'NEAL LLC

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

Form 5500-SF

FILING_RECEIVED

RA O'NEAL 401(k) Retirement Plan

401(k) retirement plan · RA O'NEAL LLC's RA O'NEAL 401(k) Retirement Plan held $145K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$145K

Net assets (EOY)

$145K

Plan identifiers

RA O'NEAL LLC's EIN is 27-1826165.

EIN 27-1826165

Plan number 001

Plan year 2024

ACK ID 20251014073730NAL0002337729001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RA 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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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

RA O'NEAL LLC

EIN

all filings

Address

11253 TALLMADGE WOODS DR. NW · GRAND RAPIDS, MI · 49534

Phone

(616) 453-4018

Industry

Finance & Insurance

Plan administrator