· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KEY INVESTMENT GROUP LLC — KEY INVESTMENT GROUP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250411220807NAL0047930274088
KEY INVESTMENT GROUP LLC
Form 5500-SF
FILING_RECEIVED
KEY INVESTMENT GROUP 401(K) PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
54
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KEY INVESTMENT GROUP LLC
.
Find decision makers
Plan sponsor
Name
KEY INVESTMENT GROUP LLC
EIN
38-4017629
Address
7912 LONG MEADOW R · SUITE 363 · PIKESVILLE, MD · 21208
Phone
(301) 455-5106
Industry
Retail Trade
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
FONEPAGE COMMUNICATIONS INC
FONEPAGE COMMUNICATIONS 401K PLAN
$1.8M · 85 participants
ELECTRONIC BUSINESS MACHINES
ELECTRONIC BUSINESS MACHINES 401(K) PLAN
$1.8M · 19 participants
WRIGHT CONSTRUCTION SERVICES I
WRIGHT CONSTRUCTION SERVICES I 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 19 participants
WEALTHPIRE INC
WEALTHPIRE INC 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 5 participants
COLTON GROUP INC
COLTON GROUP INC 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.8M · 25 participants
BUSINESS OFFICE OUTFITTERS
BUSINESS OFFICE OUTFITTERS RETIREMENT PLAN
$1.8M · 18 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
