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Original filing (PDF)20251008121220NAL0002986147001
KEYSTONE HR LLC
Form 5500
FILING_RECEIVED
KEYSTONE HR LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
253
Accounts w/ balance
217
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEYSTONE HR LLC.
Plan sponsor
Name
KEYSTONE HR LLC
EIN
46-3901815
Address
KEYSTONE HR LLC · 199 N. MAIN SUITE 201 · PLYMOUTH, MI · 48170
Phone
(888) 811-0450
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
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)
2V · PEO multiple-employer plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | THIRD PARTY ADMINISTRATOR | $54K | — |
Investments
42 direct securities· $8.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Mutual Fund (1) | — | — | — | $1.3M | 15.5% | |
| Vanguard Target Retirement 2025 Mutual Fund (1) | — | — | — | $1.3M | 15.4% | |
| Vanguard Target Retirement 2035 Mutual Fund (1) | — | — | — | $816K | 9.5% | |
| Vanguard Target Retirement 2045 Mutual Fund (1) | — | — | — | $751K | 8.7% | |
| Vanguard Total Stock Market Index Admira Mutual Fund (1) | — | — | — | $578K | 6.7% | |
| Vanguard Target Retirement 2020 Mutual Fund (1) | — | — | — | $546K | 6.3% | |
| Vanguard Federal Money Market Mutual Fund (1) | — | — | — | $434K | 5.0% | |
| Vanguard Target Retirement 2040 Mutual Fund (1) | — | — | — | $319K | 3.7% | |
| Vanguard Target Retirement Income Mutual Fund (1) | — | — | — | $293K | 3.4% | |
| Fidelity 500 Index Mutual Fund (1) | — | — | — | $276K | 3.2% | |
| Vanguard Target Retirement 2050 Mutual Fund (1) | — | — | — | $239K | 2.8% | |
| Dimensional Fund Advisors DFSPX - DFA International Sustainability Core 1 260 Dimensional Fund Advisors DIPSX - DFA Inflation Protected Sec Port 226 Participant Loans 4.25% - 9.50% | — | — | — | $202K | 2.3% | |
| Fidelity Advisor Technology Mutual Fund (1) | — | — | — | $158K | 1.8% | |
| Vanguard Intermediate-Term Bond Index Ad Mutual Fund (1) | — | — | — | $154K | 1.8% | |
| Vanguard Small Cap Index Admiral Mutual Fund (1) | — | — | — | $126K | 1.5% | |
| American Funds EuroPacifc R6 Mutual Fund (1) | — | — | — | $111K | 1.3% | |
| American Funds RERGX - American Funds EuroPacific Growth Fund Class R6 | — | — | — | $111K | 1.3% | |
| Vanguard Small Cap Value Index Adm Mutual Fund (1) | — | — | — | $90K | 1.0% | |
| Vanguard Consumer Staples Index Mutual Fund (1) | — | — | — | $89K | 1.0% | |
| iShares MSCI EAFE International Index K Mutual Fund (1) | — | — | — | $89K | 1.0% | |
| Vanguard Target Retirement 2055 Mutual Fund (1) | — | — | — | $80K | 0.9% | |
| Franklin Utilities R6 Mutual Fund (1) | — | — | — | $55K | 0.6% | |
| Prudential High Yield Z Mutual Fund (1) | — | — | — | $53K | 0.6% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund (1) | — | — | — | $49K | 0.6% | |
| Dimensional Fund Advisors DFUEX - DFA Social Equity Core 2 | — | — | — | $49K | 0.6% | |
| Vanguard Mid Cap Value Index Admiral Mutual Fund (1) | — | — | — | $47K | 0.5% | |
| Fidelity US Bond Index Mutual Fund (1) | — | — | — | $44K | 0.5% | |
| Vanguard Mid Cap Index Admiral Mutual Fund (1) | — | — | — | $44K | 0.5% | |
| Vanguard Small Cap Growth Index Adm Mutual Fund (1) | — | — | — | $42K | 0.5% | |
| DFA Emerging Markets Core Equity Mutual Fund (1) | — | — | — | $37K | 0.4% | |
| Vanguard Mid Cap Growth Index Admiral Mutual Fund (1) | — | — | — | $32K | 0.4% | |
| Vanguard Growth Index Admiral Mutual Fund (1) | — | — | — | $31K | 0.4% | |
| Vanguard Target Retirement 2060 Mutual Fund (1) | — | — | — | $28K | 0.3% | |
| Vanguard VUIAX - Vanguard Utilities Index Admiral | — | — | — | $20K | 0.2% | |
| DFA US Large Cap Value Prtf Instl Mutual Fund (1) | — | — | — | $19K | 0.2% | |
| Fidelity Advisor Materials I Mutual Fund (1) | — | — | — | $19K | 0.2% | |
| Vanguard Real Estate Index Admiral Mutual Fund (1) | — | — | — | $12K | 0.1% | |
| JPMorgan US Research Enhanced Equity R6 Mutual Fund (1) | — | — | — | $10K | 0.1% | |
| DFA Emerging Markets Social Core Portfol Mutual Fund (1) | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2070 Mutual Fund (1) | — | — | — | $6K | <0.1% | |
| Vanguard Short-Term Bond Index Admiral Mutual Fund (1) | — | — | — | $5K | <0.1% | |
| Vanguard Short-Term Inf Prot Index Admir Mutual Fund (1) | — | — | — | $2K | <0.1% |
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