Plan Snapshot
- Plan Sponsor: Kemba Credit Union, INC.
- Sponsor EIN: 316034125
- Sponsor Address: 5600 CHAPPELL CROSSING BLVD., WEST CHESTER, OH, 45069
- Plan Type: 401(k)
- Total Participants: 264
- Total Assets: $24.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 264 | $24.6M | $1.1M | $1.2M |
| 2023 | 248 | $20.3M | $1.0M | $1.1M |
| 2022 | 238 | $16.7M | $930,784 | $1.0M |
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 |
|---|---|---|---|---|
| GBQ PARTNERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS LLC — 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 | $21,526 | — | — | — | — |
| 2023 | $17,519 | — | — | — | — |
| 2022 | $13,955 | — | — | — | $13,955 |