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Company:
O'Neil & Associates, Inc.
Plan:
O'Neil & Associates, Inc. Profit Sharing & Savings Plan
 

O'Neil & Associates, Inc.

64 Plan:

 
 
64
36
68
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (64) and the top rated plan (88) could equate to:
[How is this calculated?]
14 additional years of work
Up to $129,800 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

O'Neil & Associates, Inc. Profit Sharing & Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 64. This plan is in the top 35% of plans for Salary Deferral. O'Neil & Associates, Inc. Profit Sharing & Savings Plan currently has over 300 active participants and over $13.1M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
17
Plan Average: 24
Top 3 Funds in this 401k
1. Loomis Sayles Strategic Income 16%
2. PIMCO Total Return 10%
3. Eaton Vance Large-Cap Value 9%

 Retirement Plan Details

Address 495 Byers Road
Miamisburg, OH 45342-3662 
Industry Information
Administrator Debra Roberts
Net Plan Assets $13,100,000
Total Participants 350
Avg Account Balance $42,000

  Plan Service Provider

Auditor Flagel, Huber, Flagel & Co.

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