# Keystone Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/keystone-partners-llc-401k-plan

> Keystone Partners, LLC's 401(k) plan: 147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [National Fire Protection Association](https://planprovider.pro/companies/national-fire-protection-association-plan-001) — 146 participants

- [3 Play Media INC](https://planprovider.pro/companies/3-play-media-inc-401k-plan) — 146 participants

- [Polygon Us Corporation](https://planprovider.pro/companies/polygon-us-corporation-401k-plan) — 148 participants

- [Trax Retail, INC.](https://planprovider.pro/companies/trax-retail-inc-plan) — 145 participants

- [Professional Ambulance & Oxygen Service, INC.](https://planprovider.pro/companies/professional-ambulance-oxygen-service-inc-401k-plan) — 145 participants

- [Mevion Medical Systems INC.](https://planprovider.pro/companies/mevion-medical-systems-inc-401k-plan) — 143 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/keystone-partners-llc-401k-plan)

© 2026 PlanProvider.Pro