PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. KEY LAKES, INC.
Sponsor portfolio

KEY LAKES, INC.

EIN 20-0871186-maritime-Latest filing 2024
Plans
3
Retirement
3
$33.4M assets
Welfare
0
Participants
388
ONE BALA PLAZA EAST, SUITE 600 - BALA CYNWYD, PA 19004610-617-6886LinkedIn201-500 employeesmaritime
Plans on this EIN
3 filings
#003TraditionalDB-$19.2M - 165 part#001401k-$9.2M - 205 part#002401k-$5.1M - 18 part

Retirement portfolio analytics

3 plans aggregated / $33.4M assets / 388 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • LAKES NON-CONTRIBUTORY PENSION (#003)57%
  • FOR REPRESENTED EMPLOYEES (#001)27%
  • FOR SALARIED EMPLOYEES (#002)15%
Total $33.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR REPRESENTED EMPLOYEES (#001)205
  • LAKES NON-CONTRIBUTORY PENSION (#003)165
  • FOR SALARIED EMPLOYEES (#002)18
Total 388Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

KEY LAKES NON-CONTRIBUTORY PENSION PLAN

TraditionalDB

Assets$19.2M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KEY LAKES SAVINGS PLAN FOR REPRESENTED EMPLOYEES

401k

Assets$9.2M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KEY LAKES SAVINGS PLAN FOR SALARIED EMPLOYEES

401k

Assets$5.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003KEY LAKES NON-CONTRIBUTORY PENSION PLANTraditionalDB$19.2M1652024
001KEY LAKES SAVINGS PLAN FOR REPRESENTED EMPLOYEES401k$9.2M2052024
002KEY LAKES SAVINGS PLAN FOR SALARIED EMPLOYEES401k$5.1M182024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica