Original filing (PDF)20250519140228NAL0000878672001

KEEWAYDIN INVESTMENTS LLC

Name: KEEWAYDIN INVESTMENTS LLC — KEEWAYDIN INVESTMENTS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KEEWAYDIN INVESTMENTS LLC

Form 5500-SF

FILING_RECEIVED

KEEWAYDIN INVESTMENTS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEEWAYDIN INVESTMENTS LLC.

Plan sponsor

Name

KEEWAYDIN INVESTMENTS LLC

EIN

84-3908839

Address

26 HILL STREET · #340 · SOUTHAMPTON, NY · 11968

Phone

(631) 517-3824

Industry

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

2025-05-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

JMR FINANCIAL GROUP, INC.

JMR FINANCIAL GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST

$1.0M · 7 participants

KLK CAPITAL MANAGEMENT LLC

KLK CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.0M · 5 participants

BRADFORD FINANCIAL SERVICES, INC.

BRADFORD FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN

$1.0M · 2 participants

SCOTT ALAN FLIGEL

SCOTT ALAN FLIGEL 401(K) PLAN

$1.0M · 4 participants

PITTSBURGH FINANCIAL PLANNERS, INC.