O'neil & Associates, Inc. Employee Stock Ownership Plan
Sponsored by O Neil & Associates, Inc. · EIN 310629068 · Plan #002
- Total assets
- $5.4M
- Net assets
- $1.2M
- Active participants
- 138
- With balances
- 235
Plan year beginning 01/01/2024 · Stock bonus, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
No Schedule C on file for this plan year.