How big is Keystone Agency Partners LLC's plan?

Keystone Agency Partners LLC's plan reported $88.5M in assets and 1,757 participants for 2024.

Original filing (PDF)20251013110246NAL0001163585001

Keystone Agency Partners LLC

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

Form 5500

FILING_RECEIVED

Keystone Agency Partners 401(k) Plan

401(k) retirement plan · Keystone Agency Partners LLC's Keystone Agency Partners 401(k) Plan held $88.5M in plan assets for 1,757 participants in 2024, with Fidelity as recordkeeper.

Active participants

1,757

Accounts w/ balance

1,280

Plan assets (EOY)

$88.5M

Net assets (EOY)

$88.5M

People on this filing

Jim Spencer signed Keystone Agency Partners LLC's 2024 Form 5500 as plan administrator.

Jim Spencer — 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

Keystone Agency Partners LLC's EIN is 84-2940208.

EIN 84-2940208

Plan number 001

Plan year 2024

ACK ID 20251013110246NAL0001163585001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Plan sponsor

Name

KEYSTONE AGENCY PARTNERS LLC

EIN

all filings

Address

2600 COMMERCE DRIVE · HARRISBURG, PA · 17110

Phone

(570) 473-4362

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$24K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY LLC	20-8764829	—	INVESTMENT ADVISOR	$33K	—
STRATEGIC ADVISORS, INC.

Investments

43 direct securities · 1 pooled fund· $88.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$67.8M

30 holdings

Common Collective Trusts

$13.3M

5 holdings

Other securities

$4.1M

5 holdings

Common Collective Trust

$1.5M

1 holding

Bonds / Notes

$1.4M

1 holding

U.S. Treasuries

$420K

2 holdings

					% of plan
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$10.0M	11.3%
Fidelity Investments Fidelity Freedom 2030 Fund Class K6	Mutual Funds	—	—	$8.7M	9.8%
Fidelity Investments Fidelity Freedom 2035 Fund Class K6	Mutual Funds	—	—	$8.0M	9.0%
Fidelity Investments Fidelity Freedom 2045 Fund Class K6	Mutual Funds	—	—	$6.7M	7.6%
Fidelity Investments Fidelity Freedom 2025 Fund Class K6	Mutual Funds	—	—	$6.2M	7.1%
Fidelity Investments Fidelity Freedom 2040 Fund Class K6	Mutual Funds	—	—	$5.9M	6.6%
Putnam Investments Putnam Large Cap Growth Fund Class R6	Mutual Funds	—	—	$4.0M	4.5%
Fidelity Investments Fidelity Blue Chip Growth K6 Fund	Mutual Funds	—	—	$3.9M	4.5%
Fidelity Investments Fidelity Freedom 2055 Fund Class K6	Mutual Funds	—	—	$3.5M	4.0%
Fidelity Investments Fidelity Freedom 2050 Fund Class K6	Mutual Funds	—	—	$3.4M	3.9%
Dodge & Cox Dodge & Cox Stock Fund Class I	Mutual Funds	—	—	$3.3M	3.7%
Fidelity Investments Fidelity Freedom 2060 Fund Class K6	Mutual Funds	—	—	$2.2M	2.5%
Fidelity Investments Fidelity Freedom 2015 Fund Class K6	Mutual Funds	—	—	$2.1M	2.4%
Fidelity Investments Fidelity Freedom 2020 Fund Class K6	Mutual Funds	—	—	$1.9M	2.1%
MFS International Growth Fund Class R6	Mutual Funds	—	—	$1.7M	1.9%
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$1.5M	1.7%
American Funds American Funds American Balanced Fund Class R-6	Mutual Funds	—	—	$1.4M	1.6%
9.50% with various due dates -0-	Bonds / Notes	—	—	$1.4M	1.5%
Guggenheim Investments Guggenheim Total Return Bond Fund Class R6	Other securities	—	—	$1.3M	1.5%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$1.3M	1.5%
Virtus Investment Partners Virtus KAR Small-Cap Growth Fund Class R6	Other securities	—	—	$1.3M	1.4%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$1.2M	1.4%
MFS Mid Cap Value Fund Class R6	Mutual Funds	—	—	$1.1M	1.3%
PGIM Investments PGIM Jennison Mid-Cap Growth Fund- Class R6	Other securities	—	—	$1.1M	1.2%
American Funds American Funds New World Fund Class R-6	Mutual Funds	—	—	$873K	1.0%
Dodge & Cox Dodge & Cox Income Fund Class I	Mutual Funds	—	—	$823K	0.9%
American Funds American Century Small Cap Value Fund R6 Class	Mutual Funds	—	—	$704K	0.8%
Fidelity Investments Fidelity Freedom 2065 Fund Class K6	Mutual Funds	—	—	$456K	0.5%
Fidelity Investments Fidelity Emerging Markets Index Fund	Common Collective Trusts	—	—	$435K	0.5%
Cohen and Steers Realty Cohen & Steers Realty Shares Fund Class L	Other securities	—	—	$407K	0.5%
Lord Abbett Investments Lord Abbett Bond Debenture Fund Class R6	U.S. Treasuries	—	—	$385K	0.4%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$382K	0.4%
Vanguard Windsor II Fund Admiral Shares	Mutual Funds	—	—	$352K	0.4%
Fidelity Investments Fidelity Freedom Income Fund Class K6	Mutual Funds	—	—	$70K	<0.1%
Fidelity Investments Fidelity Asset Manager 70%	Mutual Funds	—	—	$67K	<0.1%
Fidelity Investments Fidelity Asset Manager 60%	Mutual Funds	—	—	$64K	<0.1%
Fidelity Investments Fidelity Freedom 2010 Fund Class K6	Mutual Funds	—	—	$58K	<0.1%
Fidelity Investments Fidelity Asset Manager 20%	Mutual Funds	—	—	$55K	<0.1%
Fidelity Investments Fidelity Asset Manager 85%	Mutual Funds	—	—	$55K	<0.1%
Principal Asset Management Principal Diversified Real Asset Fund Class R-6	Other securities	—	—	$43K	<0.1%
Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$42K	<0.1%
Fidelity Investments Fidelity Intermediate Treasury Bond Index Fund	U.S. Treasuries	—	—	$35K	<0.1%
Fidelity Investments Fidelity Asset Manager 40%	Mutual Funds	—	—	$25K	<0.1%
Fidelity Investments Fidelity Asset Manager 50%	Mutual Funds	—	—	$15K	<0.1%