How big is Sitkoff/O'NEIL Accountancy Corporation's plan?

Sitkoff/O'NEIL Accountancy Corporation's plan reported $5.0M in assets and 18 participants for 2025.

Original filing (PDF)20260227124229NAL0000971218001

Sitkoff/O'NEIL Accountancy Corporation

Name: Sitkoff/O'NEIL Accountancy Corporation — Form 5500 Plan 002 (2025)
Creator: Sitkoff/O'NEIL Accountancy Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sitkoff/O'NEIL 401(k) Retirement Plan

401(k) retirement plan · Sitkoff/O'NEIL Accountancy Corporation's Sitkoff/O'NEIL 401(k) Retirement Plan held $5.0M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Nancy Herrera signed Sitkoff/O'NEIL Accountancy Corporation's 2025 Form 5500 as plan administrator.

Nancy Herrera — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sitkoff/O'NEIL Accountancy Corporation's EIN is 95-3437527.

EIN 95-3437527

Plan number 002

Plan year 2025

ACK ID 20260227124229NAL0000971218001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sitkoff/O'NEIL Accountancy Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sitkoff/O'NEIL Accountancy Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SITKOFF/O'NEIL ACCOUNTANCY CORPORATION.

Finding similar companies…

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