Filings through .
Keystone Financial Group
EIN 26-2509545financial servicesLatest filing 2025
Plans
2
Retirement
1
$8.0M assets
Health & Benefits
1
Participants
22
527 WELLINGTON WAY, SUITE 225 - LEXINGTON, KY 40503859-317-8316keystoneky.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN
401(k)
Assets$8.0M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
KEYSTONE FINANCIAL LLC CBS BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KEYSTONE FINANCIAL GROUP SAFE HARBOR 401 (K) PLAN | 401(k) | $8.0M | 11 | 2025 |
- #001 · 401(k) · 202511
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | KEYSTONE FINANCIAL LLC CBS BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans