Original filing (PDF)20250530124114NAL0005266371002

KEY ASSETS, LLC DBA KEY ASSETS KENTUCKY

Name: KEY ASSETS, LLC DBA KEY ASSETS KENTUCKY — KEY ASSETS RETIREMENT PLAN, Form 5500 (2024)
Creator: KEY ASSETS, LLC DBA KEY ASSETS KENTUCKY

Form 5500-SF

FILING_RECEIVED

KEY ASSETS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$519K

Net assets (EOY)

$519K

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEY ASSETS, LLC DBA KEY ASSETS KENTUCKY.

Plan sponsor

Name

KEY ASSETS, LLC DBA KEY ASSETS KENTUCKY

EIN

84-4694855

Address

961 BEASLEY ST. SUITE 170 · LEXINGTON, KY · 40509

Phone

(859) 226-5022

Industry

Health Care & Social Assistancesee all

Plan administrator