Hernan Olivas signed O Neil & Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
O Neil & Associates, Inc.'s EIN is 31-0629068.
Download the official 2024 Form 5500 (PDF) for O Neil & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)O Neil & Associates, Inc.'s plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| O'Neil & Associates, Inc. 40,797 Shares Class A Stock | Common Stocks | — | $11.2M | $4.4M | 81.4% | |
| Federated Prime Value Obligation Money Market | Cash / Money Market | — | $307K | $307K | 5.7% |
