Original filing (PDF)20240129180634NAL0012010179001

KEYSTONE INVESMENTS MANAGEMENT, INC.

Name: KEYSTONE INVESMENTS MANAGEMENT, INC. — KEYSTONE TRADING, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2022)
Creator: KEYSTONE INVESMENTS MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

KEYSTONE TRADING, INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 2.4 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Filed 2.4 months past the 10.5-month grace window.
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

KEYSTONE INVESMENTS MANAGEMENT, INC.

EIN

87-4284642all filings

Address

17044 WATERSPRITE LAKES ROAD · BOCA RATON, FL · 33496

Phone

(747) 800-1652

Industry

Finance & Insurancesee all

Plan administrator