How big is Keystone Consulting Group, LLC's plan?

Keystone Consulting Group, LLC's plan reported $16.7M in assets and 42 participants for 2024.

Original filing (PDF)20250925141241NAL0003583683001

Keystone Consulting Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Keystone Consulting Group, LLC Profit Sharing and Savings Plan

401(k) retirement plan · Keystone Consulting Group, LLC's Keystone Consulting Group, LLC Profit Sharing and Savings Plan held $16.7M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.7M

Net assets (EOY)

$16.7M

People on this filing

Brian Stewart signed Keystone Consulting Group, LLC's 2024 Form 5500 as plan administrator.

Brian Stewart — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Keystone Consulting Group, LLC's EIN is 36-4367780.

EIN 36-4367780

Plan number 001

Plan year 2024

ACK ID 20250925141241NAL0003583683001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Keystone Consulting Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Keystone Consulting Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 CONSULTING GROUP, LLC.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

KEYSTONE CONSULTING GROUP, LLC

EIN

all filings

Address

311 S WACKER DR, SUITE 5000 · CHICAGO, IL · 60606

Phone

(312) 960-3630

Industry

Professional & Technical Services

Plan administrator