Department of Labor filing

KEYSTONE STRATEGY LLC

KEYSTONE STRATEGY LLC 401(K) PROFIT SHARING PLAN AND TRUST · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

There is not enough comparable filing data to judge this plan yet. This is a filing comparison, not a complete benefits score.

$Employer support

$6,332

Reported employer contributions per active participant.

Higher than about 82% of comparable plans

#People in the filing

245

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

-$5 / participant

Reported administrative expense—not every fee an employee may pay.

↗Investment performance

Not available

Plan assets changed 28.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 2024—There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributions82nd percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expenseNot enough dataTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, KEYSTONE STRATEGY LLC reported $1,551,233 in employer contributions across the plan and 245 active participants. That works out to $6,332 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy61%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 16.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 289.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer contextNot enough data

Comparable-plan data is too limited for a score.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,551,233
Participant contributions: $2,658,313
Other contributions: $938,674
Employer share of reported contributions: 36.9%
Beginning assets: $24,885,711
Ending assets: $31,969,122
Ending net assets: $31,969,122
Ending liabilities: $0
Total income: $9,940,250
Total expenses: $2,856,839
Administrative expenses: -$1,484
Participant loans: $12,252

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$7,544

2023

$12,505

2024

$6,332

Plan-paid administrative expenses per participant

2022

2023

-$3

2024

-$5

Active participants

2022

170

2023

139

2024

245

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$6,332	245	32M	20251015153809NAL0005013025001
2023	$12,505	139	24.9M	20241015154750NAL0016794947001
2022	$7,544	170	18.2M	20240116090653NAL0000648208001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 760838207-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2007
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2T3D3B2A

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251015153809NAL0005013025001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗