Plan Snapshot
- Plan Sponsor: Kemper Development Company
- Sponsor EIN: 911310034
- Sponsor Address: 575 BELLEVUE SQUARE, BELLEVUE, WA, 98004
- Plan Type: 401(k)
- Total Participants: 262
- Total Assets: $35.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 262 | $35.2M | $524,374 | $1.6M |
| 2023 | 222 | $28.5M | $443,363 | $1.6M |
| 2022 | 216 | $23.7M | $451,826 | $1.4M |
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 |
|---|---|---|---|---|
| SWEENEY CONRAD, P.S. | Auditor | — | — | $0 |
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 | -$17,319 | — | — | — | — |
| 2023 | -$12,979 | — | — | — | — |
| 2022 | -$10,749 | — | — | — | — |