How big is Oneill Asset Management LLC's plan?

Oneill Asset Management LLC's plan reported $342K in assets and 7 participants for 2025.

Original filing (PDF)20260429085029NAL0005793139001

Oneill Asset Management LLC

Name: Oneill Asset Management LLC — Oneill Asset, Form 5500 (2025)
Creator: Oneill Asset Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oneill Asset Management LLC 401(k) Plan

401(k) retirement plan · Oneill Asset Management LLC's Oneill Asset Management LLC 401(k) Plan held $342K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$342K

Net assets (EOY)

$342K

People on this filing

Andrew O'NEILL signed Oneill Asset Management LLC's 2025 Form 5500 as plan administrator.

Andrew O'NEILL — 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

Oneill Asset Management LLC's EIN is 30-0521830.

EIN 30-0521830

Plan number 001

Plan year 2025

ACK ID 20260429085029NAL0005793139001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Oneill Asset Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Oneill Asset 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 ONEILL ASSET MANAGEMENT LLC.

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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