How big is Keystone Financial Group's plan?

Keystone Financial Group's plan reported $1.2M in assets and 9 participants for 2024.

Original filing (PDF)20251013145617NAL0001565905001

Keystone Financial Group

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

Form 5500-SF

FILING_RECEIVED

Keystone Financial Group 401(k) Plan

401(k) retirement plan · Keystone Financial Group's Keystone Financial Group 401(k) Plan held $1.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Keystone Financial Group's EIN is 87-2440344.

EIN 87-2440344

Plan number 001

Plan year 2024

ACK ID 20251013145617NAL0001565905001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Helping the score