Plan Snapshot
- Plan Sponsor: K. C. Summers, INC
- Sponsor EIN: 370859031
- Sponsor Address: 117 SOUTH 19TH STREET, MATTON, IL, 61938
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $12.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 107 | $12.8M | $195,117 | $653,754 |
| 2023 | 103 | $11.4M | $151,299 | $608,052 |
| 2022 | 105 | $9.6M | $149,935 | $609,404 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KEMPER CPA GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KEMPER CPA GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $36,705 | $16,742 | — | — | — |
| 2023 | $35,666 | $13 | — | — | — |
| 2022 | $32,804 | — | $32,804 | — | — |