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Original filing (PDF)20250911165445NAL0001732578001
O'NEILL MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
O'NEILL HEALTHCARE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
965
Accounts w/ balance
501
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- 66 bps in Schedule C fees — 128% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 52% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for O'NEILL MANAGEMENT, LLC.
Plan sponsor
Name
O'NEILL MANAGEMENT, LLC
DBA
O'NEILL HEALTHCARE
EIN
34-1882697
Address
38642 CENTER RIDGE ROAD · NORTH RIDGEVILLE, OH · 44039
Phone
(440) 328-8144
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $78K | — |
| OPTIMA CAPITAL MANAGEMENT LLC | 84-3178156 | — | NONE | $42K | — |
Investments
27 direct securities · 1 pooled fund· $35.9M(100% of reported assets)
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.
Uncategorized
$18.0M
27 holdings
Pooled Separate Account
$17.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $17.9M | 98.7% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value Pooled Separate Accounts T. Rowe T.Rowe Price Growth Stock I | — | — | — | $2.7M | 14.8% | |
| Dodge & Cox Dodge & Cox Income | — | — | — | $2.3M | 12.9% | |
| MFS Intl Diversification R6 | — | — | — | $2.1M | 11.4% | |
| JPMorgan JP Morgan Large Cap Growth R6 | — | — | — | $1.7M | 9.1% | |
| Putnam Large Cap Value Y | — | — | — | $1.4M | 7.8% | |
| Galliard Managed Income D | — | — | — | $1.2M | 6.9% | |
| DFA US Small Cap I | — | — | — | $728K | 4.0% | |
| JPMorgan US Equity R6 | — | — | — | $686K | 3.8% | |
| John Hancock JHancock Displ Val Midcap R6 | — | — | — | $656K | 3.6% | |
| Galliard Janus Henderson Enterprise N | — | — | — | $635K | 3.5% | |
| Vanguard Trgt Retire 2050 Inv | — | — | — | $500K | 2.8% | |
| Vanguard Trgt Retire 2030 Inv | — | — | — | $454K | 2.5% | |
| Vanguard Trgt Retire 2040 Inv | — | — | — | $364K | 2.0% | |
| Vanguard Trgt Retire 2025 Inv | — | — | — | $351K | 1.9% | |
| Vanguard Trgt Retire 2045 Inv | — | — | — | $326K | 1.8% | |
| Vanguard Trgt Retire 2055 Inv | — | — | — | $323K | 1.8% | |
| Vanguard Wellington Adm | — | — | — | $255K | 1.4% | |
| Vanguard Trgt Retire 2035 Inv | — | — | — | $244K | 1.3% | |
| Vanguard Trgt Retire 2020 Inv | — | — | — | $221K | 1.2% | |
| PIMCO Income Instl | — | — | — | $203K | 1.1% | |
| DFA US Targeted Value I | — | — | — | $187K | 1.0% | |
| Participants Participant Loans Rates from 3.25% to 8.50% | — | — | — | $167K | 0.9% | |
| Vanguard Trgt Retire 2060 Inv | — | — | — | $123K | 0.7% | |
| Vanguard Trgt Retire 2065 Inv | — | — | — | $99K | 0.5% | |
| Voya Small Cap Growth I | — | — | — | $78K | 0.4% | |
| Vanguard Mid Cap Idx Adm | — | — | — | $58K | 0.3% | |
| Vanguard Trgt Retire Incm Inv | — | — | — | $1K | <0.1% |