Plan Snapshot
- Plan Sponsor: Kehe Distributors, INC.
- Sponsor EIN: 271729384
- Sponsor Address: 1245 E. DIEHL ROAD, SUITE 200, NAPERVILLE, IL, 605634816
- Plan Type: 401(k)
- Total Participants: 7,832
- Total Assets: $326.1M
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. |
|---|---|---|---|---|
| 2025 | 7,832 | $326.1M | $0 | $0 |
| 2024 | 5,914 | $247.2M | $0 | $0 |
| 2023 | 6,072 | $228.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $67,451 | — | $67,451 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,451
- Estimated Expense Ratio: 0.021% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $690,086 | $89,816 | $532,819 | $67,451 | — |
| 2024 | $476,191 | $89,856 | $386,335 | — | — |
| 2023 | $753,664 | $67,385 | $475,155 | — | $14,910 |