Original filing (PDF)20250720132140NAL0000879282001

KEYSTONE SOUTHWEST INSURANCE AGENCY, INC.

Name: KEYSTONE SOUTHWEST INSURANCE AGENCY, INC. — KEYSTONE SOUTHWEST INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: KEYSTONE SOUTHWEST INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

KEYSTONE SOUTHWEST INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$65K

Net assets (EOY)

$65K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEYSTONE SOUTHWEST INSURANCE AGENCY, INC..

Plan sponsor

Name

KEYSTONE SOUTHWEST INSURANCE AGENCY, INC.

EIN

75-2751869all filings

Address

941 W. RALPH HALL PKWY · ROCKWALL, TX · 750326864

Phone

(972) 772-1026

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator