O'neil Industries, Inc. Incentive Savings Plan
Sponsored by O'neil Industries, Inc. · EIN 363156703 · Plan #001
- Total assets
- $96.8M
- Net assets
- $96.8M
- Active participants
- 498
- With balances
- 660
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors | Investment advisory (plan) | $68,631 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $58,522 |
| Crowe | Accounting | $17,500 |