# Keystone Investments Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/keystone-investments-management-inc-plan

> 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)

- **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|

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