Plan Snapshot
- Plan Sponsor: Kemper Cpa Group LLP
- Sponsor EIN: 370818432
- Sponsor Address: PO BOX 694, ROBINSON, IL, 624549999
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 360
- Total Assets: $80.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 360 | $80.6M | $2.1M | $2.2M |
| 2023 | 341 | $75.8M | $2.0M | $2.2M |
| 2022 | 340 | $66.5M | $1.9M | $1.8M |
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 |
|---|---|---|---|---|
| MH CPA PLLC | Auditor | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MH CPA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,000
- Estimated Expense Ratio: 0.017% 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 | $247,644 | $247,644 | — | — | — |
| 2023 | $217,405 | $217,405 | — | — | — |
| 2022 | $166,941 | — | — | — | — |