How big is KEYS & Kites' plan?

KEYS & Kites' plan reported $359K in assets and 8 participants for 2024.

Original filing (PDF)20251012094852NAL0000064899001

KEYS & Kites

Name: KEYS & Kites — KEYS & Kites Cash Balance Plan, Form 5500 (2024)
Creator: KEYS & Kites
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KEYS & Kites Cash Balance Plan

Defined-benefit pension plan · KEYS & Kites' KEYS & Kites Cash Balance Plan held $359K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$359K

Net assets (EOY)

$359K

People on this filing

Heather Stewart signed KEYS & Kites' 2024 Form 5500 as plan administrator.

Heather Stewart — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KEYS & Kites' EIN is 82-4568263.

EIN 82-4568263

Plan number 002

Plan year 2024

ACK ID 20251012094852NAL0000064899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KEYS & Kites from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KEYS & Kites' plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEYS & KITES.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

KEYS & KITES

EIN

all filings

Address

727 SOUTH DEARBORN ST., SUITE 211 · CHICAGO, IL · 60605

Phone

(312) 731-4667

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-12

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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