Keystone Employees' Retirement Plan
Sponsored by Keystone Consolidated Industries · EIN 370364250 · Plan #005
- Total assets
- $369M
- Net assets
- $369M
- Active participants
- 241
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Income Research & Management Inc. | Investment management | $401,156 |
| Nepc, Llc | Investment advisory (plan), Investment management | $229,147 |
| Milliman, Inc. | Actuarial, Recordkeeping | $129,168 |
| Us Bank | Trustee (institutional) | $84,870 |
| Cliftonlarsonallen Llp | Accounting | $35,430 |
| State Street Global Advisors | Investment management | $23,506 |
| Wellth Advisory Services Llc | Investment management | $10,417 |