Original filing (PDF)20250402151722NAL0009948625001

ONEILL ASSOCIATES CONSULTING I

Name: ONEILL ASSOCIATES CONSULTING I — ONEILL ASSOCIATES CONSULTING I 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ONEILL ASSOCIATES CONSULTING I

Form 5500-SF

FILING_RECEIVED

ONEILL ASSOCIATES CONSULTING I 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$972K

Net assets (EOY)

$972K

Plan health score

Top-tier plan health

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ONEILL ASSOCIATES CONSULTING I.

Plan sponsor

Name

ONEILL ASSOCIATES CONSULTING I

EIN

92-1402376all filings

Address

3900 E INDIANTOWN RD # 607-254 · JUPITER, FL · 334775085

Phone

(201) 881-8785

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