· 2022–2024 · DOL EFAST2

KEYSTONE FINANCIAL SERVICES, LLC — KEYSTONE FINANCIAL SERVICES, LLC 401(K) PLAN, Form 5500 (2023)

Original filing (PDF)20241010093720NAL0035385184001

KEYSTONE FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

KEYSTONE FINANCIAL SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

11

Accounts w/ balance

6

Plan assets (EOY)

$58K

Net assets (EOY)

$58K

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

38

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

KEYSTONE FINANCIAL SERVICES, LLC

EIN

20-3969210all filings

Address

3714 EXECUTIVE CENTER DRIVE · MARTINEZ, GA · 30907

Phone

(866) 678-3770

Industry

Finance & Insurancesee all

Plan administrator

Name

TOMMY HORST

EIN

81-2035355

City

KNOXVILLE, TN

Phone

(865) 966-1225

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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