How big is Keystone Financial Management LLC's plan?

Keystone Financial Management LLC's plan reported $4.3M in assets and 38 participants for 2025.

Original filing (PDF)20260520141254NAL0001216883001

Keystone Financial Management LLC

Name: Keystone Financial Management LLC — Keystone Financi, Form 5500 (2025)
Creator: Keystone Financial Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keystone Financial Management 401(k) Plan

401(k) retirement plan · Keystone Financial Management LLC's Keystone Financial Management 401(k) Plan held $4.3M in plan assets for 38 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Keystone Financial Management LLC's EIN is 33-2098986.

EIN 33-2098986

Plan number 001

Plan year 2025

ACK ID 20260520141254NAL0001216883001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Keystone Financial Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Keystone Financial Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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