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Original filing (PDF)20260310073331NAL0003748787001

OLEAN KEYSTONE TOOL & DIE CO., INC.

Form 5500-SF
FILING_RECEIVED
OLEAN KEYSTONE TOOL & DIE CO., INC. 401(K) PLAN
401(k) retirement plan
Active participants
50
Accounts w/ balance
57
Plan assets (EOY)
$16.8M
Net assets (EOY)
$16.8M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLEAN KEYSTONE TOOL & DIE CO., INC..
Plan sponsor
Name
OLEAN KEYSTONE TOOL & DIE CO., INC.
EIN
16-0929201
Address
P.O. BOX 604 ROUTE 417 · WESTONS MILLS, NY · 14788
Phone
(716) 372-6987
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2026-03-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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