How big is Key Investment Group LLC's plan?

Key Investment Group LLC's plan reported $2.1M in assets and 23 participants for 2025.

Original filing (PDF)20260401220131NAL0001719505002

Key Investment Group LLC

Name: Key Investment Group LLC — Key Investment Group, Form 5500 (2025)
Creator: Key Investment Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Key Investment Group 401(k) Plan

401(k) retirement plan · Key Investment Group LLC's Key Investment Group 401(k) Plan held $2.1M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Elantha Barry signed Key Investment Group LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Key Investment Group LLC's EIN is 38-4017629.

EIN 38-4017629

Plan number 001

Plan year 2025

ACK ID 20260401220131NAL0001719505002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Key Investment Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Key Investment Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEY INVESTMENT GROUP 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

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 (94th percentile).

Plan sponsor

Name

KEY INVESTMENT GROUP LLC

EIN

all filings

Address

7912 LONG MEADOW R · SUITE 363 · PIKESVILLE, MD · 21208

Phone

(301) 455-5106

Industry

Retail Trade

Plan administrator