Plan Snapshot
- Plan Sponsor: O'Keeffe'S, INC.
- Sponsor EIN: 941061347
- Sponsor Address: 100 NORTH HILL DRIVE, BRISBANE, CA, 94005
- Plan Type: 401(k)
- Total Participants: 255
- Total Assets: $18.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 255 | $18.1M | $623,526 | $1.3M |
| 2023 | 251 | $15.7M | $611,231 | $1.2M |
| 2022 | 282 | $13.3M | $623,659 | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GILMORE & ASSOCIATES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $126,973 | — | $126,973 | — | — |
| 2023 | $110,857 | — | $110,857 | — | — |
| 2022 | $95,658 | — | $95,658 | — | — |