Keystone Financial

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

3,090

Total plan assets

$226.6M

Filings (rows)

Direct comp

$226K

Indirect comp

Aggregating 2 name variants under "KEYSTONE FINANCIAL"

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KEYSTONE FINANCIAL GROUP6 KEYSTONE FINANCIAL PLANNING1

SERVICES PROVIDED

Advisor / Consultant4

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
ION Intermediate Holdings, LLC C/O Cardinal Health, Inc. ION Intermediate Holdings, LLC 401(k) Plan · all filings	DUBLIN, OH	Advisor / Consultant	1,014	$97.7M	$25K	$0
Traditional Bank, Inc. Traditional Bank, Inc. 401(k) Profit Sharing Plan · all filings	MT. STERLING, KY	Advisor / Consultant	263	$38.8M	$48K	$0
Traditional Bank, Inc. Traditional Bank, Inc. 401(k) Profit Sharing Plan · all filings	MT. STERLING, KY	Advisor / Consultant	279	$34.6M	$39K	$0
Traditional Bank, Inc. Traditional Bank, Inc. 401(k) Profit Sharing Plan · all filings	MT. STERLING, KY	Advisor / Consultant	256	$28.2M	$38K	$0
Aisan Industries Kentucky AIK 401(k) Plan · all filings	MOUNT STERLING, KY	Other service providers	483	$10.3M	$28K	$0
Aisan Industries Kentucky AIK 401(k) Plan · all filings	MOUNT STERLING, KY	Other service providers	421	$9.2M	$24K	$0
Kyosan Denso Manufacturing Kentucky, LLC KDMK 401(k) Plan · all filings	MOUNT STERLING, KY	Other service providers	374	$7.7M	$24K	$0