Sponsor portfolio
KEY FINANCIAL INC.
EIN 23-2886175financial servicesLatest filing 2024
Plans
1
Retirement
1
$5.6M assets
Welfare
0
Participants
33
1045 ANDREW DRIVE, SUITE A - WEST CHESTER, PA 19380610-429-9050keyfinancialinc.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KEY FINANCIAL INC. 401(K) PLAN | 401k | $5.6M | 33 | 2024 |
Retirement plans