Plan Snapshot
- Plan Sponsor: Keystone Strategy LLC
- Sponsor EIN: 760838207
- Sponsor Address: 116 HUNTINGTON AVENUE, BOSTON, MA, 02116
- Plan Type: 401(k)
- Total Participants: 245
- Total Assets: $32.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 245 | $32.0M | $1.6M | $2.7M |
| 2023 | 139 | $24.9M | $1.7M | $2.2M |
| 2022 | 170 | $18.2M | $1.3M | $1.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WOLF & COMPANY, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | -$1,484 | $1,312 | — | — | — |
| 2023 | -$892 | $401 | — | — | — |
| 2022 | $697 | $22 | — | — | — |