How big is O'NEAL & Associates LLC's plan?

O'NEAL & Associates LLC's plan reported $15K in assets and 6 participants for 2025.

Original filing (PDF)20260423220145NAL0005226033093

O'NEAL & Associates LLC

Name: O'NEAL & Associates LLC — O'NEAL & Associates LLC, Form 5500 (2025)
Creator: O'NEAL & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'NEAL & Associates LLC 401(k) Plan

401(k) retirement plan · O'NEAL & Associates LLC's O'NEAL & Associates LLC 401(k) Plan held $15K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

Plan identifiers

O'NEAL & Associates LLC's EIN is 84-4386894.

EIN 84-4386894

Plan number 001

Plan year 2025

ACK ID 20260423220145NAL0005226033093

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for O'NEAL & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

O'NEAL & Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score