How big is Keystone Financial LLC's plan?

Keystone Financial LLC's plan reported $8K in assets and 11 participants for 2024.

Original filing (PDF)20251229132915NAL0028557440001

Keystone Financial LLC

Name: Keystone Financial LLC — Keystone Financial LLC CBS, Form 5500 (2024)
Creator: Keystone Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keystone Financial LLC CBS Benefit Plan

Health & welfare plan · Keystone Financial LLC's Keystone Financial LLC CBS Benefit Plan held $8K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$8K

Net assets (EOY)

$3K

People on this filing

Joseph HSU signed Keystone Financial LLC's 2024 Form 5500 as plan administrator.

Joseph HSU — 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

Keystone Financial LLC's EIN is 26-2509545.

EIN 26-2509545

Plan number 502

Plan year 2024

ACK ID 20251229132915NAL0028557440001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Keystone Financial LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score