How big is Keystone Insurance Services Inc.'s plan?

Keystone Insurance Services Inc.'s plan reported $3.1M in assets and 21 participants for 2024.

Original filing (PDF)20250825124126NAL0013711808001

Keystone Insurance Services Inc.

Name: Keystone Insurance Services Inc. — Keystone Insuranc, Form 5500 (2024)
Creator: Keystone Insurance Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keystone Insurance Services Inc. 401(k) Plan

401(k) retirement plan · Keystone Insurance Services Inc.'s Keystone Insurance Services Inc. 401(k) Plan held $3.1M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

JOSH BEER signed Keystone Insurance Services Inc.'s 2024 Form 5500 as plan administrator.

JOSH BEER — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Keystone Insurance Services Inc.'s EIN is 90-0920141.

EIN 90-0920141

Plan number 001

Plan year 2024

ACK ID 20250825124126NAL0013711808001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Keystone Insurance Services Inc.'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 INSURANCE SERVICES INC..

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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

Knocking points off