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Original filing (PDF)20251013090947NAL0001591952001
KEYSTONE ENGINEERING INC.
Form 5500
FILING_RECEIVED
KEYSTONE ENGINEERING INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
498
Accounts w/ balance
531
Plan assets (EOY)
$45.5M
Net assets (EOY)
$45.5M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEYSTONE ENGINEERING INC..
Plan sponsor
Name
KEYSTONE ENGINEERING INC.
EIN
72-1125126
Address
1100 WEST CAUSEWAY APPROACH · MANDEVILLE, LA · 70471
Phone
(985) 377-1030
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARR, RIGGS, INGRAM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | NONE | $98K | — |
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $36K | — |
Investments
30 direct securities · 1 pooled fund· $87.6M(100% 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
$45.1M
30 holdings
Pooled Separate Account
$42.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $42.5M | 93.4% | |
| party Description of investment ** Current Value * Fidelity 500 Index Pooled Separate Accounts | — | — | — | $8.1M | 17.7% | |
| NYLI Winslow Large Cap Gro I Pooled Separate Accounts | — | — | — | $6.6M | 14.5% | |
| Hartford Intl Opportun Y Pooled Separate Accounts | — | — | — | $3.6M | 8.0% | |
| Dodge & Cox Income X Pooled Separate Accounts | — | — | — | $3.4M | 7.4% | |
| JPMorgan Equity Income R6 Pooled Separate Accounts | — | — | — | $2.9M | 6.3% | |
| The Standard Stable Asset A Guaranteed Investment Contract | — | — | — | $2.5M | 5.6% | |
| Vanguard Wellington Admiral Pooled Separate Accounts | — | — | — | $2.5M | 5.5% | |
| Vanguard SM Cap IDX ADM Pooled Separate Accounts | — | — | — | $2.1M | 4.6% | |
| Invesco Gold & Spcl Mnrls R6 Pooled Separate Accounts | — | — | — | $1.7M | 3.8% | |
| Virtus Zevenbergen Tech Inst Pooled Separate Accounts | — | — | — | $1.6M | 3.5% | |
| Allspring Specl MdCp Val Ins Pooled Separate Accounts | — | — | — | $1.5M | 3.2% | |
| Mid Cap Growth Pooled Separate Accounts | — | — | — | $1.3M | 2.9% | |
| Vanguard Windsor II Admiral Pooled Separate Accounts | — | — | — | $1.3M | 2.9% | |
| Vanguard Energy Adm Pooled Separate Accounts | — | — | — | $1.0M | 2.2% | |
| American Funds New Perspctv R6 Pooled Separate Accounts | — | — | — | $704K | 1.5% | |
| Janus Global Life Sciences I Pooled Separate Accounts | — | — | — | $637K | 1.4% | |
| T Rowe Price Health Sciences Pooled Separate Accounts | — | — | — | $521K | 1.1% | |
| Fidelity Adv Total Bond I Pooled Separate Accounts | — | — | — | $516K | 1.1% | |
| Vanguard SM CAP VAL IDX ADM Pooled Separate Accounts | — | — | — | $423K | 0.9% | |
| MFS Intl Diversification R6 Pooled Separate Accounts | — | — | — | $355K | 0.8% | |
| T. Rowe Price Intl Discovery Pooled Separate Accounts | — | — | — | $303K | 0.7% | |
| Invesco Developing Mkts R6 Pooled Separate Accounts | — | — | — | $285K | 0.6% | |
| Cohen & Steers Realty Inst Pooled Separate Accounts | — | — | — | $255K | 0.6% | |
| PGIM High Yeild Z Pooled Separate Accounts | — | — | — | $227K | 0.5% | |
| T. Rowe Price Financial Svcs I Pooled Separate Accounts | — | — | — | $224K | 0.5% | |
| Fidelity Mid Cap Index Pooled Separate Accounts | — | — | — | $181K | 0.4% | |
| Vanguard SM CAP GR IDX ADM Pooled Separate Accounts | — | — | — | $140K | 0.3% | |
| PIMCO Long Dur Tot Ret Instl Pooled Separate Accounts | — | — | — | $52K | 0.1% | |
| American Century Infladjbdr6 Pooled Separate Accounts | — | — | — | $43K | <0.1% | |
| PGIM QMA Sm Cap Val R6 Pooled Separate Accounts | — | — | — | $32K | <0.1% |
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