How big is Keystone Investment Group, LLC's plan?

Keystone Investment Group, LLC's plan reported $2.7M in assets and 6 participants for 2024.

Original filing (PDF)20250909162017NAL0020435985001

Keystone Investment Group, LLC

Name: Keystone Investment Group, LLC — Keystone Investment, Form 5500 (2024)
Creator: Keystone Investment Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keystone Investment Group 401(k) Plan

401(k) retirement plan · Keystone Investment Group, LLC's Keystone Investment Group 401(k) Plan held $2.7M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Keystone Investment Group, LLC's EIN is 81-0968958.

EIN 81-0968958

Plan number 001

Plan year 2024

ACK ID 20250909162017NAL0020435985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Keystone Investment Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Keystone Investment Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEYSTONE INVESTMENT GROUP, LLC.

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Plan health score

Top-tier plan health

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