Original filing (PDF)20250626080118NAL0008377265001

KEYSTONE REALTY ASSOC.

Name: KEYSTONE REALTY ASSOC. — KEYSTONE REALTY ASSOCIATES 401K PLAN, Form 5500 (2024)
Creator: KEYSTONE REALTY ASSOC.

Form 5500-SF

FILING_RECEIVED

KEYSTONE REALTY ASSOCIATES 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$782K

Net assets (EOY)

$782K

Plan health score

Top-tier plan health

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEYSTONE REALTY ASSOC..

Plan sponsor

Name

KEYSTONE REALTY ASSOC.

EIN

13-2919663

Address

72 WENDT AVENUE · LARCHMONT, NY · 10538

Phone

(914) 630-7007

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

LSM REALTY, INC.

LSM REALTY INC. PENSION PLAN

$782K · 7 participants

THE CAUL REAL ESTATE GROUP INC

THE CAUL REAL ESTATE GROUP INC 401(K) PROFIT SHARING PLAN

$783K · 9 participants

SEABROOK REAL ESTATE, LLC

SEABROOK REAL ESTATE, LLC 401(K) PLAN

$782K · 3 participants

SMOOT ENTERPRISES

SMOOT ENTERPRISES ADVANCED SPORTSWEAR 401(K) PLAN

$783K · 24 participants

THE CORRITORE COMPANY

THE CORRITORE COMPANY 401(K) PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.