Kevin C BEAN signed O'NEAL, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
O'NEAL, Inc.'s EIN is 57-0619503.
Download the official 2024 Form 5500 (PDF) for O'NEAL, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)O'NEAL, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BNA WEALTH INC | 56-1902157 | — | ADVISOR | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $5.5M | 15.0% | |
| Vanguard VANG 500 INDEX ADM | Common Collective Trusts | — | — | $4.3M | 11.6% | |
| Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $3.7M | 10.2% | |
| Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $2.9M | 8.0% | |
| American Funds AF GRTH FUND AMER R6 | Mutual Funds | — | — | $2.2M | 6.1% | |
| Fidelity FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $2.2M | 5.9% | |
| T. Rowe Price TRP NEW HORIZONS | Other securities | — | — | $1.9M | 5.1% | |
| Wells Fargo Financial Institutions Stable Value Fund | Stable Value | — | — | $1.8M | 4.9% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.8M | 4.9% | |
| Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $1.4M | 3.8% | |
| Fidelity FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $1.2M | 3.3% | |
| Fidelity FID LOW PRICED STK | Mutual Funds | — | — | $967K | 2.6% | |
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $951K | 2.6% | |
| Fidelity FID HIGH INCOME | Mutual Funds | — | — | $925K | 2.5% | |
| Vanguard VANG SMCP GR IDX ADM | Common Collective Trusts | — | — | $875K | 2.4% | |
| Vanguard VANG WINDSOR II ADM | Mutual Funds | — | — | $772K | 2.1% | |
| Vanguard VANG MIDCAP IDX ADM | Common Collective Trusts | — | — | $603K | 1.6% | |
| Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $539K | 1.5% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $526K | 1.4% | |
| American Funds AF CAP WORLD G&I R6 | Mutual Funds | — | — | $501K | 1.4% | |
| American Funds AF FUNDMNTL INV R6 | Mutual Funds | — | — | $484K | 1.3% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $357K | 1.0% | |
| Metropolitan West METWEST TOT RTN BD I | Other securities | — | — | $339K | 0.9% | |
| Fidelity FID PURITAN | Mutual Funds | — | — | $283K | 0.8% | |
| Fidelity FID FDM IDX 2015 IPR | Common Collective Trusts | — | — | $281K | 0.8% | |
| Vanguard VANG ST TREASURY ADM | Mutual Funds | — | — | $234K | 0.6% | |
| Fidelity FID FDM IDX INC IPR | Common Collective Trusts | — | — | $231K | 0.6% | |
| Oppenheimer OPPHMR INTL GRTH Y | Mutual Funds | — | — | $218K | 0.6% | |
| Fidelity FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $146K | 0.4% | |
| Fidelity Investments Govt MMKT | Mutual Funds | — | — | $145K | 0.4% | |
| Vanguard VANG TOT BD MKT ADM | Mutual Funds | — | — | $142K | 0.4% | |
| Fidelity FID FDM IDX 2010 IPR | Common Collective Trusts | — | — | $93K | 0.3% | |
| DFA Securities DFA GLOB REAL ESTATE | Mutual Funds | — | — | $65K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
