Plan Ledger DOL Form 5500 · updated monthly

O'Keeffe's, Inc.401(k)

O'KEEFFES, INC. 401(K) PLAN & TRUST · BRISBANE, CA · plan year 2024

Reported admin expense ratio · 2024
0.75%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

O'Keeffe's, Inc. reported $126,973 in plan administrative expenses for 2024: 0.75% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,445 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.70% to 0.75%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 3,898th-largest of 9,483 plans among California employers on file, and the 6,330th of 13,661 in manufacturing. In 2024, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,050,383
Participants with balances272
Active participants255
Employer contributions$623,526
Employee contributions$1,286,580
Employer contribution per active participant$2,445
Average account balance$66,362
Benefits paid to participants$1,436,748
Plan auditUnmodified (clean) audit opinion
AuditorGILMORE & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 272 accts · $624K emplr
2023$15.7M · 268 accts · $611K emplr
2022$13.3M · 282 accts · $624K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$126,973
Total administrative$126,973
The O'Keeffe's, Inc. 401(k) match · 2024
Employer contribution per active participant$2,445
Median for plans this size$2,416
2024$2,445 per active participant
2023$2,435 per active participant
2022$2,212 per active participant

O'Keeffe's, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FARMER & BETTS - CO · Contract administrator$12,651
MMLISindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$126,973 · 0.75%
2023$110,857 · 0.77%
2022$95,658 · 0.70%
Same employer
Similar plansManufacturing · California
Lawrence Equipment, Inc. CA$18.1M · 0.19%
Proterra Powered LLC CA$18.1M · 0.10%
Getac, Inc. CA$18.1M · 0.05%
Supherb Farms CA$18.1M · 0.36%
Pankl Holdings, Inc. CA$18.0M · 0.29%
Sientra, Inc CA$18.0M · 0.39%
Drum Workshop, Inc. CA$17.9M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941061347 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.