How big is Keystone Mortgage Solutions LLC's plan?

Keystone Mortgage Solutions LLC's plan reported $143K in assets and 31 participants for 2024.

Original filing (PDF)20250718110526NAL0001648737001

Keystone Mortgage Solutions LLC

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

Form 5500-SF

FILING_RECEIVED

Keystone Mortgage Solutions LLC - 401(k)

401(k) retirement plan · Keystone Mortgage Solutions LLC's Keystone Mortgage Solutions LLC - 401(k) held $143K in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$143K

Net assets (EOY)

$143K

People on this filing

Nick Rice signed Keystone Mortgage Solutions LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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 Mortgage Solutions LLC's EIN is 92-4022834.

EIN 92-4022834

Plan number 001

Plan year 2024

ACK ID 20250718110526NAL0001648737001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Keystone Mortgage Solutions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 MORTGAGE SOLUTIONS LLC.

Finding similar companies…

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