Keystone Wealth

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

1,404

Total plan assets

$223.5M

Filings (rows)

Direct comp

$453K

Indirect comp

Aggregating 2 name variants under "KEYSTONE WEALTH"

Click a variant to view it alone

KEYSTONE WEALTH ADVISORS5 KEYSTONE WEALTH MANAGEMENT3

SERVICES PROVIDED

Advisor / Consultant8

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
McLaughlin Gormley King Company McLaughlin Gormley King Company Profit Sharing and Employee Savings Plan · all filings	MINNEAPOLIS, MN	Advisor / Consultant	184	$55.2M	$102K	$0
McLaughlin Gormley King Company McLaughlin Gormley King Company Profit Sharing and Employee Savings Plan · all filings	MINNEAPOLIS, MN	Advisor / Consultant	193	$47.0M	$83K	$0
Delta Industrial, Inc. d/b/a Delta Modtech Delta Modtech 401(k) Plan · all filings	COON RAPIDS, MN	Advisor / Consultant	205	$38.2M	$79K	$0
McLaughlin Gormley King Company McLaughlin Gormley King Company Profit Sharing and Employee Savings Plan · all filings	MINNEAPOLIS, MN	Advisor / Consultant	183	$37.1M	$79K	$0
Delta Industrial, Inc. d/b/a Delta Modtech Delta Modtech 401(k) Plan · all filings	COON RAPIDS, MN	Advisor / Consultant	214	$29.9M	$64K	$0
The METH-WICK Community The METH-WICK Community 401(k) Plan · all filings	CEDAR RAPIDS, IA	Advisor / Consultant	135	$5.7M	$15K	$0
The METH-WICK Community The METH-WICK Community 401(k) Plan · all filings	CEDAR RAPIDS, IA	Advisor / Consultant	154	$5.6M	$16K	$0
The METH-WICK Community The METH-WICK Community 401(k) Plan · all filings	CEDAR RAPIDS, IA	Advisor / Consultant	136	$4.9M	$14K	$0