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Original filing (PDF)20251015060831NAL0005313072001
KEYSTONE SENIOR MANAGEMENT SERVICES, INC.
Form 5500
FILING_RECEIVED
KEYSTONE SENIOR MANAGEMENT SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,170
Accounts w/ balance
265
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 23% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (23 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEYSTONE SENIOR MANAGEMENT SERVICES, INC..
Plan sponsor
Name
KEYSTONE SENIOR MANAGEMENT SERVICES, INC.
EIN
30-0036455
Address
3965 AIRPORT DRIVE · INDIANAPOLIS, IN · 46254
Phone
(317) 409-9252
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BGBC PARTNERS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD-KEEPER | $8K | — |
Investments
26 direct securities· $3.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Target Retire - R-6 | — | — | — | $725K | 22.3% | |
| American Funds American Funds 2030 Target Retire - R-6 | — | — | — | $496K | 15.2% | |
| American Funds American Funds 2040 Target Retire - R-6 | — | — | — | $327K | 10.0% | |
| American Funds American Funds 2025 Target Retire - R-6 | — | — | — | $292K | 9.0% | |
| American Funds American Funds 2045 Target Retire - R-6 | — | — | — | $277K | 8.5% | |
| American Funds American Funds 2060 Target Retire - R-6 | — | — | — | $260K | 8.0% | |
| American Funds American Funds 2055 Target Retire - R-6 | — | — | — | $193K | 5.9% | |
| American Funds American Funds 2050 Target Retire - R-6 | — | — | — | $178K | 5.5% | |
| American Funds American Funds 2020 Target Retire - R-6 | — | — | — | $98K | 3.0% | |
| maturing through November 2029 | — | — | — | $82K | 2.5% | |
| Fidelity 500 Index | — | — | — | $68K | 2.1% | |
| JP Morgan JP Morgan Mid Cap Growth - R6 | — | — | — | $63K | 1.9% | |
| Alliance Bernstein AB Large Cap Growth Fund Class I | — | — | — | $30K | 0.9% | |
| Hartford Funds Hartford Schroders International Stock Fund | — | — | — | $23K | 0.7% | |
| Fidelity U.S. Bond Index | — | — | — | $22K | 0.7% | |
| John Hancock John Hancock Bond - R6 | — | — | — | $21K | 0.6% | |
| Columbia Threadneedle Investments Columbia Dividend Income - I3 | — | — | — | $21K | 0.6% | |
| Fidelity Government Money Market | — | — | $18K | $18K | 0.6% | |
| American Funds American Funds Balanced - R6 | — | — | — | $12K | 0.4% | |
| Allspring Global Allspring Real Return Fund - R6 | — | — | — | $10K | 0.3% | |
| Allspring Global Allspring Special Mid Cap Value - R6 | — | — | — | $10K | 0.3% | |
| American Century American Century Small Cap Value Fund - R6 | — | — | — | $9K | 0.3% | |
| Fidelity Small Cap Index | — | — | — | $6K | 0.2% | |
| PGIM Jennison Small Company Fund - R6 | — | — | — | $4K | 0.1% | |
| Artisan Partners Artisan High Income - Instl | — | — | — | $4K | 0.1% | |
| Fidelity Extended Market Index | — | — | — | $2K | <0.1% |
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