Keystone Financial Planning

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

1,014

Total plan assets

$97.7M

Filings (rows)

Direct comp

$25K

Indirect comp

Showing only "KEYSTONE FINANCIAL PLANNING"

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KEYSTONE FINANCIAL GROUP6 KEYSTONE FINANCIAL PLANNING1

SERVICES PROVIDED

Advisor / Consultant1

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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