How big is Jackson O'KEEFE's plan?

Jackson O'KEEFE's plan reported $10.7M in assets and 12 participants for 2024.

Original filing (PDF)20251014124657NAL0001401539001

Jackson O'KEEFE

Name: Jackson O'KEEFE — Jackson O'KEEFE 401(k) Profit, Form 5500 (2024)
Creator: Jackson O'KEEFE
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jackson O'KEEFE 401(k) Profit Sharing Plan

401(k) retirement plan · Jackson O'KEEFE's Jackson O'KEEFE 401(k) Profit Sharing Plan held $10.7M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

People on this filing

Matthew J. O'KEEFE signed Jackson O'KEEFE's 2024 Form 5500 as plan administrator.

Matthew J. O'KEEFE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jackson O'KEEFE's EIN is 06-0955578.

EIN 06-0955578

Plan number 001

Plan year 2024

ACK ID 20251014124657NAL0001401539001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jackson O'KEEFE from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jackson O'KEEFE's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACKSON O'KEEFE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

JACKSON O'KEEFE

EIN

all filings

Address

433 SILAS DEANE HIGHWAY · WETHERSFIELD, CT · 061092123

Phone

(860) 278-4040

Industry

Law Offices· Professional & Technical Services

Plan administrator