O'neal Steel 401(k) Plan
Sponsored by O'neal Steel, Inc. · EIN 630196990 · Plan #002 · Birmingham, AL
- Total assets
- $426M
- Net assets
- $426M
- Active participants
- 3,140
- With balances
- 3,648
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancialpartnersllc | Investment advisory (participants) | $274,861 |
| Bms&S, Llc | Accounting | $29,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$252,128 |