Sponsor portfolio
KEEP FINANCIALS, LLC
EIN 81-1152924accountingLatest filing 2025
Plans
2
Retirement
1
$331K assets
Welfare
1
Participants
25
1201 DUBLIN ROAD, SUITE 605 - COLUMBUS, OH 43215614-300-6009keepfinancials.comLinkedIn11-50 employeesaccounting
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
KEEP FINANCIALS, LLC 401(K) PLAN
401k
Assets$331K
Participants21
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
KEEP FINANCIALS SOCA 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 | KEEP FINANCIALS, LLC 401(K) PLAN | 401k | $331K | 21 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KEEP FINANCIALS SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans