BNA Wealth

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,428

Total plan assets

$245.1M

Filings (rows)

Direct comp

$195K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant7

Broker1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
O'NEAL, Inc. O'NEAL, Inc. 401(k) Plan and Trust · all filings	GREENVILLE, SC	Advisor / Consultant	215	$45.5M	$16K	$0
Barnhardt Manufacturing Company Barnhardt Manufacturing Company 401(k) Plan · all filings	CHARLOTTE, NC	Advisor / Consultant	264	$42.6M	$40K	$0
Barnhardt Manufacturing Company Barnhardt Manufacturing Company 401(k) Plan · all filings	CHARLOTTE, NC	Advisor / Consultant	478	$39.8M	$40K	$0
O'NEAL, Inc. O'NEAL, Inc. 401(k) Plan and Trust · all filings	GREENVILLE, SC	Advisor / Consultant	224	$39.1M	$16K	$0
O'NEAL, Inc. O'NEAL, Inc. 401(k) Plan and Trust · all filings	GREENVILLE, SC	Advisor / Consultant	95	$36.9M	$16K	$0
Greerwalker LLP Greerwalker LLP 401(k) Profit Sharing Plan · all filings	CHARLOTTE, NC	Broker	108	$29.4M	$27K	$0
The Mitchell Gold Co. Mitchell Gold + Bob Williams 401(k) Plan · all filings	TAYLORSVILLE, NC	Advisor / Consultant	44	$11.8M	$29K	$0
The Mitchell Gold Co. Mitchell Gold + Bob Williams 401(k) Plan · all filings	PHILADELPHIA, PA	Advisor / Consultant	0	$432	$10K	$5