O'KEEFFE'S, Inc.'s EIN is 94-1061347.
Download the official 2024 Form 5500 (PDF) for O'KEEFFE'S, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)O'KEEFFE'S, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. COMPANY OF US | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $119K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMLIS | — | SPRINGFIELD, MA | BROKER/ADVISOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $3.5M | 19.6% | |
| MM SELECT TRP RETIREMENT 2050 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.7M | 9.3% | |
| MM SELECT TRP RETIREMENT 2045 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.7M | 9.3% | |
| MassMutual Guaranteed Interest Account | Other securities | — | — | $1.6M | 8.8% | |
| MM SELECT TRP RETIREMENT 2035 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.5M | 8.5% | |
| MM SELECT TRP RETIREMENT 2020 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.1M | 6.1% | |
| MM SELECT TRP RETIREMENT 2055 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $877K | 4.9% | |
| MM SELECT TRP RETIREMENT 2030 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $863K | 4.8% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $668K | 3.7% | |
| American Funds Capital World G/I R6 | Mutual Funds | — | — | $652K | 3.6% | |
| Participant Loans 4.25 - 9.50% | Bonds / Notes | — | — | $540K | 3.0% | |
| MM SELECT TRP RETIREMENT 2040 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $509K | 2.8% | |
| Invesco Gold & Special Minerals R6 | Mutual Funds | — | — | $425K | 2.4% | |
| MM SELECT TRP RETIREMENT 2025 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $402K | 2.2% | |
| MM SELECT TRP RETIREMENT 2060 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $261K | 1.4% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $259K | 1.4% | |
| MASSMUTUAL BLUE CHIP GROWTH I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $194K | 1.1% | |
| JPMorgan US Government MMkt Instl | Other securities | — | — | $192K | 1.1% | |
| JPMORGAN US GOVERNMENT MMKT INSTL JPMORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $189K | 1.0% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $176K | 1.0% | |
| MM SELECT TRP RETIREMENT 2015 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $135K | 0.7% | |
| PIMCO HIGH YIELD INSTL PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $102K | 0.6% | |
| Invesco Global Opportunities R6 | Mutual Funds | — | — | $82K | 0.5% | |
| MASSMUTUAL SMALL COMPANY VAL I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $81K | 0.4% | |
| FED. HERMES KAUFMANN SMALL CAP R6 FEDERATED · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $77K | 0.4% | |
| INVESCO BAL-RISK COMMODITY STRAT R6 INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $64K | 0.4% | |
| Invesco International Bond R6 | Mutual Funds | — | — | $45K | 0.2% | |
| MFS Utilities R6 | Mutual Funds | — | — | $31K | 0.2% | |
| MASSMUTUAL BALANCED I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $14K | <0.1% | |
| PIMCO Diversified Inc Instl | Mutual Funds | — | — | $12K | <0.1% | |
| MM SELECT TRP RETIREMENT 2005 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| MM SELECT TRP RETIREMENT BAL I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $180 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FARMER & BETTS - CO | — | LITTLETON, CO | CONTRACT ADMIN | $13K | — |
