Sponsor portfolio
KEYSTONE FINANCIAL GROUP
EIN 26-2509545financial servicesLatest filing 2025
Plans
2
Retirement
1
$8.0M assets
Welfare
1
Participants
22
527 WELLINGTON WAY, SUITE 225 - LEXINGTON, KY 40503859-317-8316keystoneky.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN
401k
Assets$8.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#502
KEYSTONE FINANCIAL LLC CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN | 401k | $8.0M | 11 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | KEYSTONE FINANCIAL LLC CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans