Marcus Jones signed O'NEAL Steel, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
O'NEAL Steel, Inc.'s EIN is 63-0196990.
Download the official 2024 Form 5500 (PDF) for O'NEAL Steel, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)O'NEAL Steel, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | -$252K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIALPARTNERSLLC | 26-0058143 | — | INVESTMENT ADVISOR | $275K | — |
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 Growth Company Fund K6 a | Mutual Funds | — | — | $42.6M | 10.0% | |
| Fidelity Contrafund K6 a | Mutual Funds | — | — | $42.4M | 9.9% | |
| Fidelity 500 Index Fund a | Common Collective Trusts | — | — | $31.6M | 7.4% | |
| Fidelity Freedom 2030 Fund K a | Mutual Funds | — | — | $30.7M | 7.2% | |
| Fidelity Freedom 2035 Fund K a | Mutual Funds | — | — | $29.1M | 6.8% | |
| Fidelity Freedom 2025 Fund K a | Mutual Funds | — | — | $28.3M | 6.6% | |
| Galliard Stable Return Fund M a | Other securities | — | — | $25.3M | 5.9% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $25.3M | 5.9% | |
| Fidelity Freedom 2040 Fund K a | Mutual Funds | — | — | $20.0M | 4.7% | |
| Fidelity Freedom 2050 Fund K a | Mutual Funds | — | — | $19.8M | 4.6% | |
| Fidelity Freedom 2045 Fund K a | Mutual Funds | — | — | $17.4M | 4.1% | |
| Fidelity Balanced Fund K6 a | Mutual Funds | — | — | $16.1M | 3.8% | |
| Fidelity Freedom 2055 Fund K a | Mutual Funds | — | — | $13.6M | 3.2% | |
| LSV Value Equity Fund a | Other securities | — | — | $13.4M | 3.1% | |
| American Funds EuroPacific Growth Fund R6 a | Mutual Funds | — | — | $12.5M | 2.9% | |
| Lord Abbett Total Return Fund R6 a | Mutual Funds | — | — | $11.3M | 2.6% | |
| Fidelity Extended Market Index Fund a | Common Collective Trusts | — | — | $9.8M | 2.3% | |
| Fidelity U.S. Bond Index Fund a | Common Collective Trusts | — | — | $9.0M | 2.1% | |
| Fidelity Low-Priced Stock Fund K6 a | Mutual Funds | — | — | $8.9M | 2.1% | |
| American Beacon Small Cap Value Fund R5 a | Other securities | — | — | $6.7M | 1.6% | |
| Various Self-directed brokerage accounts a | Self-Directed Brokerage | — | — | $6.3M | 1.5% | |
| Fidelity Freedom 2060 Fund K a | Mutual Funds | — | — | $6.2M | 1.5% | |
| Participant loans Interest rates range from 4.25% to 9.50%, various maturities -0- | Bonds / Notes | — | — | $6.0M | 1.4% | |
| Fidelity Small Cap Growth Fund K6 a | Mutual Funds | — | — | $5.6M | 1.3% | |
| Fidelity Freedom 2020 Fund K a | Mutual Funds | — | — | $4.3M | 1.0% | |
| Fidelity Total International Index Fund a | Common Collective Trusts | — | — | $3.3M | 0.8% | |
| Fidelity Freedom 2065 Fund K a | Mutual Funds | — | — | $2.7M | 0.6% | |
| Fidelity Freedom 2010 Fund K a | Mutual Funds | — | — | $1.4M | 0.3% | |
| Fidelity Freedom Income Fund K a | Mutual Funds | — | — | $966K | 0.2% | |
| Fidelity Freedom 2015 Fund K a | Mutual Funds | — | — | $659K | 0.2% | |
| Fidelity Government Money Market Fund a | Mutual Funds | — | — | $522K | 0.1% | |
| Fidelity Freedom 2070 Fund K a | Mutual Funds | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BMS&S, LLC | 46-1498870 | — | ACCOUNTANT/AUDITOR | $30K | — |
