Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KEYSTONE BENEFITS GROUP, INC.
EIN 20-0333219financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
114
314 OLD ROUTE 30 - GREENSBURG, PA 15601724-838-8900keystonebg.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.3M assets / 114 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#010
KEYSTONE BENEFITS GROUP, INC. POOLED EMPLOYER PLAN
401k
Assets$3.2M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KEYSTONE BENEFITS GROUP, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$3.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 010 | KEYSTONE BENEFITS GROUP, INC. POOLED EMPLOYER PLAN | 401k | $3.2M | 102 | 2024 | |
| 001 | KEYSTONE BENEFITS GROUP, INC. 401(K) PROFIT SHARING PLAN | 401k | $3.1M | 12 | 2025 |
Retirement plans