J & W Okeefe Holdings, LLC 401(k) Plan

The J & W Okeefe Holdings, LLC 401(k) on its latest Form 5500

J & W Okeefe Holdings, LLC (EIN 82-3863955) reports AVERY MAE BOUTIQUE 401(K) PLAN on its most recent Form 5500, with $186K in plan assets across 25 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full J & W Okeefe Holdings, LLC filing — schedules, fees, and providers.

Who runs the J & W Okeefe Holdings, LLC 401(k)?

J & W Okeefe Holdings, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask J & W Okeefe Holdings, LLCHR for the recordkeeper’s name and login.

How to check your J & W Okeefe Holdings, LLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask J & W Okeefe Holdings, LLC HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).