Plan Ledger DOL Form 5500 · updated monthly

O'Neil Industries, Inc.401(k)

O'NEIL INDUSTRIES, INC. INCENTIVE SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.15%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

O'Neil Industries, Inc. reported $131,009 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $4,051 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.14% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 590th-largest of 3,702 plans among Illinois employers on file, and the 629th of 5,337 in construction. In 2024, employees put in $2.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$96,782,506
Participants with balances660
Active participants498
Employer contributions$2,017,152
Employee contributions$5,685,790
Employer contribution per active participant$4,051
Average account balance$146,640
Benefits paid to participants$5,254,100
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$96.8M · 660 accts · $2.0M emplr
2023$82.4M · 620 accts · $1.9M emplr
2022$69.8M · 580 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,522
Audit (IQPA)$17,500
Total administrative$131,009
The O'Neil Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$4,051
Median for plans this size$3,635
2024$4,051 per active participant
2023$4,206 per active participant
2022$2,768 per active participant

O'Neil Industries, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDUCIENT ADVISORS · Investment advisory (plan)$68,631
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$58,522
CROWE · Accounting / audit$17,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$131,009 · 0.15%
2023$114,865 · 0.15%
2022$104,675 · 0.14%
All plans at this employer2
O'NEIL INDUSTRIES, INC. INCENTIVE SAVINGS PLAN401(k)
O'NEIL INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 363156703 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.