Plan Snapshot
- Plan Sponsor: Kem Krest Corporation
- Sponsor EIN: 351472953
- Sponsor Address: 3221 MAGNUM DRIVE, ELKHART, IN, 465169021
- Plan Type: 401(k)
- Total Participants: 543
- Total Assets: $32.2M
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 | 543 | $32.2M | $1.3M | $2.5M |
| 2023 | 527 | $27.7M | $1.1M | $2.2M |
| 2022 | 466 | $22.7M | $949,849 | $1.9M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $146,530 | — | $146,530 |
| ROYAL ALLIANCE ASSOCIATES, INC. | INVESTMENT ADVISORY | — | $61,021 | $61,021 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROYAL ALLIANCE ASSOCIATES, INC. — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $207,551
- Estimated Expense Ratio: 0.645% 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 |
|---|---|---|---|---|---|
| 2024 | $146,530 | — | $146,530 | — | — |
| 2023 | $124,273 | — | $124,273 | — | — |
| 2022 | $119,380 | — | $119,380 | — | — |