Plan Snapshot
- Plan Sponsor: Keystone Partners, LLC
- Sponsor EIN: 262935760
- Sponsor Address: 125 SUMMER STREET, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $10.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 147 | $10.5M | $41,941 | $1.1M |
| 2023 | 107 | $8.7M | $35,651 | $909,074 |
| 2022 | 74 | $7.7M | $40,428 | $809,905 |