How big is Keystone Financial Management, Ltd.'s plan?

Keystone Financial Management, Ltd.'s plan reported $4.3M in assets and 38 participants for 2025.

Original filing (PDF)20260520104900NAL0003201634001

Keystone Financial Management, Ltd.

Name: Keystone Financial Management, Ltd. — Keystone, Form 5500 (2025)
Creator: Keystone Financial Management, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keystone Financial Management 401(k) Plan

401(k) retirement plan · Keystone Financial Management, Ltd.'s Keystone Financial Management 401(k) Plan held $4.3M in plan assets for 38 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Keystone Financial Management, Ltd.'s EIN is 23-3094607.

EIN 23-3094607

Plan number 001

Plan year 2025

ACK ID 20260520104900NAL0003201634001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Keystone Financial Management, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Keystone Financial Management, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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