# Keystone Investments Management, INC. 401(k) Plan Source: https://planprovider.pro/companies/keystone-investments-management-inc-874284642-002 > Keystone Investments Management, INC.'s 401(k) plan: 4 participants, plan year 2025 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2025. ## Plan Snapshot - **Plan Sponsor:** Keystone Investments Management, INC. - **Sponsor EIN:** 874284642 - **Sponsor Address:** 17044 WATERSPRITE LAKES ROAD, BOCA RATON, FL, 33495 - **Plan Type:** 401(k) - **Plan Number:** 002 - **Total Participants:** 4 - **Total Assets:** $7.3M ## Key Plan Design Features - **Auto-Enrollment:** No - **Auto-Escalation:** No - **Allows Roth Contributions:** No - **Participant Loans:** No - **Participant-Directed Investments:** No - **ERISA Section 404(c) Fiduciary Safe Harbor:** No ## Plan Financials by Year | Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.| | 2025|4|$7.3M|$0|$0| | 2024|2|$6.5M|$0|$0| | 2023|2|$5.8M|$0|$0| | 2022|2|$4.5M|$0|$0| ## Similar Plans - [Plan Fiduciary Services, INC.](https://planprovider.pro/companies/plan-fiduciary-services-inc-401k-plan-004) — 10,921 participants - [Plan Fiduciary Services, INC.](https://planprovider.pro/companies/plan-fiduciary-services-inc-401k-plan-008) — 4,946 participants - [Citadel Enterprise Americas LLC](https://planprovider.pro/companies/citadel-enterprise-americas-llc-401k-plan) — 3,912 participants - [Plan Fiduciary Services, INC.](https://planprovider.pro/companies/plan-fiduciary-services-inc-401k-plan-009) — 3,880 participants - [Bayview Asset Management LLC](https://planprovider.pro/companies/bayview-asset-management-llc-401k-plan) — 2,509 participants - [Nesteggs Retirement Plan Services, INC.](https://planprovider.pro/companies/nesteggs-retirement-plan-services-inc-401k-plan-337) — 2,294 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/keystone-investments-management-inc-874284642-002) © 2026 PlanProvider.Pro