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KEELSON STRATEGIC CORPORATION — KEELSON STRATEGIC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250611154025NAL0014060099001
KEELSON STRATEGIC CORPORATION
Form 5500-SF
FILING_RECEIVED
KEELSON STRATEGIC 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
126
Accounts w/ balance
56
Plan assets (EOY)
$686K
Net assets (EOY)
$686K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KEELSON STRATEGIC CORPORATION
.
Find decision makers
Plan sponsor
Name
KEELSON STRATEGIC CORPORATION
EIN
85-2400781
Address
1160 BATTERY ST EAST SUITE 100 · SAN FRANCISCO, CA · 94111
Phone
(805) 218-8705
Industry
Other Services (ex. Public Admin)
see 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
2025-06-11
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
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
ROCKWOOD CAPITAL MANAGEMENT IN
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$686K · 15 participants
203 TRADING LLC
203 TRADING LLC 401(K) PROFIT SHARING PLAN & TRUST
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MCCRIMMONS OFFICE SYSTEMS INC
MCCRIMMONS OFFICE SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST
$686K · 14 participants
JEFFERY R FALES
JEFFERY R FALES 401K PROFIT SHARING PLAN
$685K · 2 participants
BMC CORP
BMC CORP 401(K) PLAN
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 44% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$685K · 15 participants
KELLERS AUTO SALES INC
KELLERS AUTO SALES INC 401(K) PROFIT SHARING PLAN & TRUST
$687K · 10 participants
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$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
