Keystone Motors 401(k) Plan
Sponsored by Alfred Stein, Inc. Dba Keystone Motors · EIN 231655226 · Plan #003 · Doylestown, PA
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 108
- With balances
- 133
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan) | $64,949 |
| Lincoln National Corporation | Contract administrator | $3,056 |
| The Rose Financial Group, Llc | Recordkeeping | $2,225 |