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)
- 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 |