Sponsor portfolio
LEE / O'KEEFE INSURANCE AGENCY, INC
EIN 37-0975754Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
7
2501 CHATHAM ROAD SUITE 100, SUITE 100 - SPRINGFIELD, IL 62704217-241-1642
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEE/O'KEEFE AGENCY RETIREMENT PLAN | 401k | $1.1M | 7 | 2025 |
Retirement plans