O'NEILL Management, LLC's EIN is 34-1882697.
Download the official 2024 Form 5500 (PDF) for O'NEILL Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)O'NEILL Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTIMA CAPITAL MANAGEMENT LLC | 84-3178156 | — | NONE | $42K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $17.9M | 98.7% | |
| Dodge & Cox Dodge & Cox Income | Mutual Funds | — | — | $2.3M | 12.9% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $2.1M | 11.4% | |
| JPMorgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $1.7M | 9.1% | |
| Putnam Large Cap Value Y | Mutual Funds | — | — | $1.4M | 7.8% | |
| Galliard Managed Income D | Other securities | — | — | $1.2M | 6.9% | |
| DFA US Small Cap I | Mutual Funds | — | — | $728K | 4.0% | |
| JPMorgan US Equity R6 | Other securities | — | — | $686K | 3.8% | |
| John Hancock JHancock Displ Val Midcap R6 | Other securities | — | — | $656K | 3.6% | |
| Galliard Janus Henderson Enterprise N | Mutual Funds | — | — | $635K | 3.5% | |
| Vanguard Trgt Retire 2050 Inv | Mutual Funds | — | — | $500K | 2.8% | |
| Vanguard Trgt Retire 2030 Inv | Mutual Funds | — | — | $454K | 2.5% | |
| Vanguard Trgt Retire 2040 Inv | Mutual Funds | — | — | $364K | 2.0% | |
| Vanguard Trgt Retire 2025 Inv | Mutual Funds | — | — | $351K | 1.9% | |
| Vanguard Trgt Retire 2045 Inv | Mutual Funds | — | — | $326K | 1.8% | |
| Vanguard Trgt Retire 2055 Inv | Mutual Funds | — | — | $323K | 1.8% | |
| Vanguard Wellington Adm | Mutual Funds | — | — | $255K | 1.4% | |
| Vanguard Trgt Retire 2035 Inv | Mutual Funds | — | — | $244K | 1.3% | |
| Vanguard Trgt Retire 2020 Inv | Mutual Funds | — | — | $221K | 1.2% | |
| PIMCO Income Instl | Mutual Funds | — | — | $203K | 1.1% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $187K | 1.0% | |
| Participants Participant Loans Rates from 3.25% to 8.50% | Bonds / Notes | — | — | $167K | 0.9% | |
| Vanguard Trgt Retire 2060 Inv | Mutual Funds | — | — | $123K | 0.7% | |
| Vanguard Trgt Retire 2065 Inv | Mutual Funds | — | — | $99K | 0.5% | |
| Voya Small Cap Growth I | Other securities | — | — | $78K | 0.4% | |
| Vanguard Mid Cap Idx Adm | Common Collective Trusts | — | — | $58K | 0.3% | |
| Vanguard Trgt Retire Incm Inv | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
