How big is Keystone Financial Services' plan?

Keystone Financial Services' plan reported $892K in assets and 7 participants for 2024.

Original filing (PDF)20250724160206NAL0006474896001

Keystone Financial Services

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

Form 5500-SF

FILING_RECEIVED

Keystone Financial Services 401(k) Plan

401(k) retirement plan · Keystone Financial Services' Keystone Financial Services 401(k) Plan held $892K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$892K

Net assets (EOY)

$892K

Plan identifiers

Keystone Financial Services' EIN is 27-4282782.

EIN 27-4282782

Plan number 003

Plan year 2024

ACK ID 20250724160206NAL0006474896001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Keystone Financial Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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