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Original filing (PDF)20250411104623NAL0026073217001
THE KEY PROGRAM, INC.
Form 5500
FILING_RECEIVED
THE KEY PROGRAM, INC. 403(B) PLAN
403(b) retirement plan
Active participants
374
Accounts w/ balance
157
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE KEY PROGRAM, INC..
Plan sponsor
Name
THE KEY PROGRAM, INC.
EIN
04-2539878
Address
2000 WEST PARK DRIVE, SUITE 250 · WESTBOROUGH, MA · 01701
Phone
(508) 877-3690
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-11
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KAHN,LITWIN,RENZA & CO., LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $575 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT USA LLC | — | APPLETON, WI | CONTRACT ADMIN | $1K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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