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Original filing (PDF)20241010075711NAL0009816035001

KEYSTONE TECHNOLOGIES INTERNATIONAL, LLC

Form 5500
FILING_RECEIVED
KEYSTONE TECHNOLOGIES INTERNATIONAL, LLC 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
189
Accounts w/ balance
155
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEYSTONE TECHNOLOGIES INTERNATIONAL, LLC.
Plan sponsor
Name
KEYSTONE TECHNOLOGIES INTERNATIONAL, LLC
EIN
30-1010708
Address
2750 MORRIS ROAD · LANSDALE, PA · 19446
Phone
(215) 283-2600
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHUMAN, PA
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
AMPLIUS WEALTH ADVISORS LLC86-2302068INVESTMENT ADVISORY$15K
TPA / Administrator
2
NameEINLocationRelationDirect compIndirect comp
THE VANGUARD GROUP23-1945930CONTRACT ADMIN$15K
THE MANDMARBLESTONE GRIUP LLC20-4780677THIRD PARTY PLAN ADMIN$2K

Investments

1 pooled fund· $5.8M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

InvestmentTypeCurrent value% of plan
VANGUARD POOLED SEPARATE ACCTS
THE VANGUARD GROUP, INC. · EIN 23-1945930 / PN 000
Common Collective Trust
$5.8M99.4%

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