Plan Ledger DOL Form 5500 · updated monthly

Kemper CPA Group LLP401(k)

KEMPER CPA GROUP LLP EMPLOYEES PROFIT SHARING PLAN · ROBINSON, IL · plan year 2024

Reported admin expense ratio · 2024
0.32%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Kemper CPA Group LLP reported $247,644 in plan administrative expenses for 2024: 0.32% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,835 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.26% to 0.32%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 652nd-largest of 3,702 plans among Illinois employers on file, and the 1,812th of 11,654 in professional & technical services. In 2024, employees put in $1.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$80,609,834
Participants with balances476
Active participants360
Employer contributions$2,100,573
Employee contributions$2,226,858
Employer contribution per active participant$5,835
Average account balance$169,348
Benefits paid to participants$6,329,466
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$80.6M · 476 accts · $2.1M emplr
2023$75.8M · 455 accts · $2.0M emplr
2022$66.5M · 444 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Investment management$247,644
Total administrative$247,644
The Kemper CPA Group LLP 401(k) match · 2024
Employer contribution per active participant$5,835
Median for plans this size$3,635
2024$5,835 per active participant
2023$5,908 per active participant
2022$5,479 per active participant

Kemper CPA Group LLP's 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MH CPA PLLC · Accounting / audit$14,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$247,644 · 0.32%
2023$217,405 · 0.31%
2022$166,941 · 0.26%
Same employer
Similar plansProfessional & Technical Services · Illinois
Baxter & Woodman, Inc. IL$89.2M · 0.07%
Cramer-Krasselt Co. IL$88.8M · 0.12%
United Generations, LLC IL$87.8M · 0.14%
Trustwave Holdings, Inc. IL$86.7M · 0.21%
Clausen Miller, P.C. IL$78.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 370818432 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.