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O'KEEFE STEVENS ADVISORY, INC.

EIN 81-4543388-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.7M assets
Welfare
0
Participants
8
ONE BAUSCH AND LOMB PLACE, SUITE 92 - ROCHESTER, NY 14604585-340-6538okeefestevens.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.7M - 8 part

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Retirement#001

O'KEEFE STEVENS ADVISORY, INC 401(K) PLAN

401k

Assets$2.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001O'KEEFE STEVENS ADVISORY, INC 401(K) PLAN401k$2.7M82025
Retirement plans
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