How big is Keypoint Partners, LLC's plan?

Keypoint Partners, LLC's plan reported $16.4M in assets and 78 participants for 2024.

Original filing (PDF)20250702134208NAL0013758401001

Keypoint Partners, LLC

Name: Keypoint Partners, LLC — Keypoint Partners, LLC, Form 5500 (2024)
Creator: Keypoint Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keypoint Partners, LLC 401(k) Employee Savings Plan

401(k) retirement plan · Keypoint Partners, LLC's Keypoint Partners, LLC 401(k) Employee Savings Plan held $16.4M in plan assets for 78 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.4M

Net assets (EOY)

$16.4M

People on this filing

Arlene Lanza signed Keypoint Partners, LLC's 2024 Form 5500 as plan administrator.

Arlene Lanza — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Keypoint Partners, LLC's EIN is 04-3340504.

EIN 04-3340504

Plan number 001

Plan year 2024

ACK ID 20250702134208NAL0013758401001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Keypoint Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Keypoint Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEYPOINT PARTNERS, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off