# O'Keeffe'S, INC. 401(k) Plan
Source: https://planprovider.pro/companies/o-keeffe-s-inc-401k-plan

> O'Keeffe'S, INC.'s 401(k) plan: 255 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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