Original filing (PDF)20251013110246NAL0001163585001

KEYSTONE AGENCY PARTNERS LLC

Name: KEYSTONE AGENCY PARTNERS LLC — KEYSTONE AGENCY PARTNERS 401(K) PLAN, Form 5500 (2024)
Creator: KEYSTONE AGENCY PARTNERS LLC

Form 5500

FILING_RECEIVED

KEYSTONE AGENCY PARTNERS 401(K) PLAN

401(k) retirement plan

Active participants

1,757

Accounts w/ balance

1,280

Plan assets (EOY)

$88.5M

Net assets (EOY)

$88.5M

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

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEYSTONE AGENCY PARTNERS LLC.

Plan sponsor

Name

KEYSTONE AGENCY PARTNERS LLC

EIN

84-2940208

Address

2600 COMMERCE DRIVE · HARRISBURG, PA · 17110

Phone

(570) 473-4362

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-10-13

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.

Other securities

$85.2M

39 holdings

Common Collective Trust

$1.5M

1 holding

Bonds / Notes

$1.4M

1 holding

U.S. Treasuries

$420K

2 holdings

Cash / Money Market

$42K

1 holding

					% of plan
Fidelity Investments Fidelity 500 Index Fund	Other securities	—	—	$10.0M	11.3%
Fidelity Investments Fidelity Freedom 2030 Fund Class K6	Other securities	—	—	$8.7M	9.8%
Fidelity Investments Fidelity Freedom 2035 Fund Class K6	Other securities	—	—	$8.0M	9.0%
Fidelity Investments Fidelity Freedom 2045 Fund Class K6	Other securities	—	—	$6.7M	7.6%
Fidelity Investments Fidelity Freedom 2025 Fund Class K6	Other securities	—	—	$6.2M	7.1%
Fidelity Investments Fidelity Freedom 2040 Fund Class K6	Other securities	—	—	$5.9M	6.6%
Putnam Investments Putnam Large Cap Growth Fund Class R6	Other securities	—	—	$4.0M	4.5%
Fidelity Investments Fidelity Blue Chip Growth K6 Fund	Other securities	—	—	$3.9M	4.5%
Fidelity Investments Fidelity Freedom 2055 Fund Class K6	Other securities	—	—	$3.5M	4.0%
Fidelity Investments Fidelity Freedom 2050 Fund Class K6	Other securities	—	—	$3.4M	3.9%
Dodge & Cox Dodge & Cox Stock Fund Class I	Other securities	—	—	$3.3M	3.7%
Fidelity Investments Fidelity Freedom 2060 Fund Class K6	Other securities	—	—	$2.2M	2.5%
Fidelity Investments Fidelity Freedom 2015 Fund Class K6	Other securities	—	—	$2.1M	2.4%
Fidelity Investments Fidelity Freedom 2020 Fund Class K6	Other securities	—	—	$1.9M	2.1%
MFS International Growth Fund Class R6	Other securities	—	—	$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	Other securities	—	—	$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	Other securities	—	—	$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	Other securities	—	—	$1.2M	1.4%
MFS Mid Cap Value Fund Class R6	Other securities	—	—	$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	Other securities	—	—	$873K	1.0%
Dodge & Cox Dodge & Cox Income Fund Class I	Other securities	—	—	$823K	0.9%
American Funds American Century Small Cap Value Fund R6 Class	Other securities	—	—	$704K	0.8%
Fidelity Investments Fidelity Freedom 2065 Fund Class K6	Other securities	—	—	$456K	0.5%
Fidelity Investments Fidelity Emerging Markets Index Fund	Other securities	—	—	$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	Other securities	—	—	$382K	0.4%
Vanguard Windsor II Fund Admiral Shares	Other securities	—	—	$352K	0.4%
Fidelity Investments Fidelity Freedom Income Fund Class K6	Other securities	—	—	$70K	<0.1%
Fidelity Investments Fidelity Asset Manager 70%	Other securities	—	—	$67K	<0.1%
Fidelity Investments Fidelity Asset Manager 60%	Other securities	—	—	$64K	<0.1%
Fidelity Investments Fidelity Freedom 2010 Fund Class K6	Other securities	—	—	$58K	<0.1%
Fidelity Investments Fidelity Asset Manager 20%	Other securities	—	—	$55K	<0.1%
Fidelity Investments Fidelity Asset Manager 85%	Other securities	—	—	$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	Cash / Money Market	—	—	$42K	<0.1%
Fidelity Investments Fidelity Intermediate Treasury Bond Index Fund	U.S. Treasuries	—	—	$35K	<0.1%
Fidelity Investments Fidelity Asset Manager 40%	Other securities	—	—	$25K	<0.1%
Fidelity Investments Fidelity Asset Manager 50%	Other securities	—	—	$15K	<0.1%