Sponsor portfolio
KEYSTONE WEALTH & INVESTMENT MANAGEMENT, LLC
EIN 99-1144823Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$842K assets
Welfare
0
Participants
4
8888 KEYSTONE CROSSING, #705 - INDIANAPOLIS, IN 46240317-614-0384
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 | KEYSTONE WEALTH & INVESTMENT MANAGEMENT 401(K) PLAN | 401k | $842K | 4 | 2025 |
Retirement plans