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Original filing (PDF)20251010134235NAL0004669523001
KEYSTONE CONSOLIDATED INDUSTRIES
Form 5500
FILING_RECEIVED
KEYSTONE-BARTONVILLE 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
610
Accounts w/ balance
795
Plan assets (EOY)
$102.4M
Net assets (EOY)
$102.4M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
85
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Institutional Index I Fund" is 30% of plan.
- 19 bps in Schedule C fees — 92% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEYSTONE CONSOLIDATED INDUSTRIES.
Plan sponsor
Name
KEYSTONE CONSOLIDATED INDUSTRIES
EIN
37-0364250
Address
7000 SW ADAMS · PEORIA, IL · 61641
Phone
(469) 914-2062
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $146K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $26K | — |
| OAIAS LLC | — | INDIANAPOLIS, IN | NONE | $25K | — |
Investments
28 direct securities · 1 pooled fund· $101.0M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$87.4M
28 holdings
Common Collective Trust
$13.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index I Fund | — | — | — | $30.6M | 29.9% | |
| ONEAMERICA STABLE VALUE FUND BMO HARRIS BANK N.A. · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $13.6M | 13.2% | |
| JPMorgan Mid Cap Growth R-6 Fund | — | — | — | $9.1M | 8.9% | |
| American Funds American Balanced R6 Fund | — | — | — | $7.7M | 7.5% | |
| T Rowe Retirement I 2030 I Fund | — | — | — | $6.6M | 6.4% | |
| T Rowe Retirement I 2035 I Fund | — | — | — | $5.4M | 5.3% | |
| Columbia Total Return Bond Fund | — | — | — | $3.7M | 3.6% | |
| Harbor Capital Appreciation Instl Fund | — | — | — | $2.9M | 2.9% | |
| T Rowe Retirement I 2025 I Fund | — | — | — | $2.8M | 2.7% | |
| T Rowe Retirement I 2040 I Fund | — | — | — | $2.5M | 2.4% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $2.4M | 2.3% | |
| T Rowe Retirement I 2045 I Fund | — | — | — | $1.6M | 1.5% | |
| Vanguard Internatinal Growth Admiral Fund | — | — | — | $1.4M | 1.4% | |
| T Rowe Retirement I 2055 I Fund | — | — | — | $1.4M | 1.4% | |
| T Rowe Retirement I 2020 I Fund | — | — | — | $1.2M | 1.2% | |
| T Rowe Retirement I 2060 I Fund | — | — | — | $1.1M | 1.1% | |
| Vanguard Small Cap Index Adm Fund | — | — | — | $1.0M | 1.0% | |
| Vanguard Treasury Money Market | — | — | — | $1.0M | 1.0% | |
| Wasatch Small Cap Growth Investor Fund | — | — | — | $887K | 0.9% | |
| Vanguard Mid Cap Value Index Admiral Fund | — | — | — | $848K | 0.8% | |
| T Rowe Retirement I 2050 I Fund | — | — | — | $679K | 0.7% | |
| T Rowe Retirement I 2065 I Fund | — | — | — | $572K | 0.6% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $567K | 0.6% | |
| Vanguard Developed Markets Index Admiral Fund | — | — | — | $480K | 0.5% | |
| Delaware Macquarie Emerging Markets | — | — | — | $346K | 0.3% | |
| Vanguard High Dividend Yield Index Fund | — | — | — | $274K | 0.3% | |
| T Rowe Retirement I 2010 I Fund | — | — | — | $247K | 0.2% | |
| T Rowe Retirement I Balanced Fund | — | — | — | $26K | <0.1% | |
| T Rowe Retirement I 2015 I Fund | — | — | — | $20K | <0.1% |