How big is Key Financial Inc.'s plan?

Key Financial Inc.'s plan reported $5.6M in assets and 29 participants for 2024.

Original filing (PDF)20251009160249NAL0011833200001

Key Financial Inc.

Name: Key Financial Inc. — Key Financial Inc. 401(k) Plan, Form 5500 (2024)
Creator: Key Financial Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Key Financial Inc. 401(k) Plan

401(k) retirement plan · Key Financial Inc.'s Key Financial Inc. 401(k) Plan held $5.6M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

Richard Tatum signed Key Financial Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Key Financial Inc.'s EIN is 23-2886175.

EIN 23-2886175

Plan number 001

Plan year 2024

ACK ID 20251009160249NAL0011833200001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Key Financial Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Key Financial Inc.'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 KEY FINANCIAL INC..

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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

Helping the score