AUMdb

O'keeffes, Inc. 401(k) Plan & Trust

Sponsored by O'keeffe's, Inc. · EIN 941061347 · Plan #003

Total assets
$18.1M
Net assets
$18.1M
Active participants
255
With balances
272

Plan year beginning 01/01/2024 · 401(k)

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).

Provider Services Direct comp
Empower Annuity Ins. Company Of Us Recordkeeping fees $118,522
Farmer & Betts Co Contract administrator $12,651
Mmlis Other commissions $0