How big is Sean O'KEEFE's plan?

Sean O'KEEFE's plan reported $492K in assets and 2 participants for 2024.

Original filing (PDF)20250412220555NAL0013813779012

Sean O'KEEFE

Name: Sean O'KEEFE — Certus Wealth Advisors 401(k) Plan, Form 5500 (2024)
Creator: Sean O'KEEFE
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Certus Wealth Advisors 401(k) Plan

401(k) retirement plan · Sean O'KEEFE's Certus Wealth Advisors 401(k) Plan held $492K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$492K

Net assets (EOY)

$492K

People on this filing

QIAN LIU signed Sean O'KEEFE's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Sean O'KEEFE's EIN is 20-1863891.

EIN 20-1863891

Plan number 001

Plan year 2024

ACK ID 20250412220555NAL0013813779012

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sean O'KEEFE's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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