Keystone Technologies, LLC's EIN is 81-0606054.
Download the official 2024 Form 5500 (PDF) for Keystone Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Keystone Technologies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | CONTRACT ADMIN | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMPLIUS WEALTH ADVISORS LLC | 86-2302068 | — | INVESTMENT ADVISORY | $24K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD POOLED SEPARATE ACCTS THE VANGUARD GROUP, INC. · EIN 23-1945930 / PN 000 | Common Collective Trust | — | — | $8.0M | 99.2% | |
| Vanguard Growth Index Mutual Funds | Mutual Funds | — | — | $1.0M | 13.0% | |
| Vanguard Target Retirement 2055 Mutual Funds | Mutual Funds | — | — | $959K | 11.9% | |
| Vanguard Target Retirement 2050 Mutual Funds | Mutual Funds | — | — | $747K | 9.3% | |
| Vanguard Target Retirement 2070 Mutual Funds | Mutual Funds | — | — | $625K | 7.7% | |
| Vanguard Interm-Term Bond Index Mutual Funds | Mutual Funds | — | — | $510K | 6.3% | |
| Vanguard Target Retirement 2045 Mutual Funds | Mutual Funds | — | — | $498K | 6.2% | |
| Vanguard Target Retirement 2060 Mutual Funds | Mutual Funds | — | — | $386K | 4.8% | |
| Vanguard Target Retirement 2035 Mutual Funds | Mutual Funds | — | — | $382K | 4.7% | |
| Vanguard Large Cap Index Mutual Funds | Mutual Funds | — | — | $381K | 4.7% | |
| Vanguard Target Retirement 2040 Mutual Funds | Mutual Funds | — | — | $321K | 4.0% | |
| Vanguard Russell 2000 Value Mutual Funds | Common Collective Trusts | — | — | $286K | 3.5% | |
| Vanguard Russell 1000 Value Mutual Funds | Common Collective Trusts | — | — | $222K | 2.8% | |
| Vanguard Target Retirement Income Mutual Funds | Mutual Funds | — | — | $201K | 2.5% | |
| Vanguard Target Retirement 2030 Mutual Funds | Mutual Funds | — | — | $194K | 2.4% | |
| Vanguard Total Bond Market Mutual Funds | Mutual Funds | — | — | $163K | 2.0% | |
| Vanguard Target Retirement 2065 Mutual Funds | Mutual Funds | — | — | $161K | 2.0% | |
| Vanguard FTSE Developed Markets Mutual Funds | Mutual Funds | — | — | $130K | 1.6% | |
| DWS Goverment & Agency Security Money Interest Bearing Cash | Cash / Money Market | — | — | $121K | 1.5% | |
| Vanguard Russell 2000 Mutual Funds | Common Collective Trusts | — | — | $117K | 1.5% | |
| Vanguard Target Retirement 2025 Mutual Funds | Mutual Funds | — | — | $111K | 1.4% | |
| Fidelity U.S. Bond Index Mutual Funds | Mutual Funds | — | — | $102K | 1.3% | |
| Vanguard Target Retirement 2020 Mutual Funds | Mutual Funds | — | — | $88K | 1.1% | |
| Vanguard Mid-Cap Growth Index Mutual Funds | Mutual Funds | — | — | $70K | 0.9% | |
| Vanguard Mid-Cap Value Index Mutual Funds | Mutual Funds | — | — | $66K | 0.8% | |
| Vanguard FTSE Emerging Markets Mutual Funds | Mutual Funds | — | — | $55K | 0.7% | |
| Vanguard Russell 2000 Growth Mutual Funds | Common Collective Trusts | — | — | $47K | 0.6% | |
| Notes receivable from participants Bearing interest at 4.25%-9.5% - | Bonds / Notes | — | — | $45K | 0.6% | |
| Vanguard Mid Cap Index Mutual Funds | Mutual Funds | — | — | $38K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MANDMARBLESTONE GRIUP LLC | 20-4780677 | — | THIRD PARTY PLAN ADMIN | $2K | — |
