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Original filing (PDF)20250829091201NAL0006108707001
KEYSTONE CUSTOM MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
KEYSTONE CUSTOM MANAGEMENT, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
175
Accounts w/ balance
224
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
33 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 CUSTOM MANAGEMENT, LLC.
Plan sponsor
Name
KEYSTONE CUSTOM MANAGEMENT, LLC
EIN
82-3599092
Address
227 GRANITE RUN DRIVE · SUITE 100 · LANCASTER, PA · 17601
Phone
(206) 379-5626
Industry
Constructionsee 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
2025-08-29
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIMON LEVER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $22K | — |
| SIMON LEVER LLP | — | LITITZ, PA | NONE | $9K | — |
Investments
33 direct securities· $13.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $2.1M | 16.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.7M | 12.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.3M | 9.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.2M | 9.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.1M | 8.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $889K | 6.7% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $655K | 5.0% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $642K | 4.9% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $578K | 4.4% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $527K | 4.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $434K | 3.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $254K | 1.9% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $196K | 1.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $179K | 1.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $169K | 1.3% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $144K | 1.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $129K | 1.0% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $127K | 1.0% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $109K | 0.8% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $90K | 0.7% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $73K | 0.6% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $72K | 0.5% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $71K | 0.5% | |
| Vanguard Health Care Adm Vanguard 0 | — | — | — | $69K | 0.5% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $55K | 0.4% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $42K | 0.3% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $38K | 0.3% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $37K | 0.3% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $31K | 0.2% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $29K | 0.2% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $21K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $11K | <0.1% | |
| Vanguard Global Capital Cycles Inv Vanguard 0 | — | — | — | $5K | <0.1% |
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