Original filing (PDF)20241211142633NAL0023575778001

KEYSTONE GLOBAL PARTNERS, LLC

Name: KEYSTONE GLOBAL PARTNERS, LLC — KEYSTONE 401(K) PSP PLAN, Form 5500 (2023)
Creator: KEYSTONE GLOBAL PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

KEYSTONE 401(K) PSP PLAN

401(k) retirement plan

Signals · 1

Late filing · 9.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 9.8 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

KEYSTONE GLOBAL PARTNERS, LLC

EIN

27-1705853all filings

Address

515 MADISON AVE. FL. 37 · NEW YORK, NY · 10022

Phone

(646) 998-8141

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-03-31

Filed

2024-12-11

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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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