Keystonecare's EIN is 27-3126595.
Download the official 2023 Form 5500 (PDF) for Keystonecare from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Keystonecare's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | — | ST. PETERSBURG, FL | INVESTMENT ADVISOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $2.9M | 98.0% | |
| [Assets held in participant loans] | Other | — | — | $13K | 0.4% |
