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Original filing (PDF)20251008165045NAL0005836737001

KEYSTONE BEHAVIORAL PEDIATRICS

Form 5500-SF
FILING_RECEIVED
KEYSTONE BEHAVIORAL PEDIATRICS 401K PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
Late filing · 34.7 mo
Active participants
114
Accounts w/ balance
8
Plan assets (EOY)
$376K
Net assets (EOY)
$376K
Plan health score (directional)
73
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
65
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
  • No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
  • Filed 34.7 months past the 10.5-month grace window.
  • Only 7% as many balances as active participants — suggests many active employees aren't deferring.
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 KEYSTONE BEHAVIORAL PEDIATRICS.
Plan sponsor
Name
KEYSTONE BEHAVIORAL PEDIATRICS
EIN
26-1430763
Address
172 CANAL BLVD. · PONTE VEDRA BEACH, FL · 32082
Phone
(904) 900-1439
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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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