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Sponsor portfolio

KEMP MANAGEMENT SOLUTIONS, LLC

EIN 27-4737098-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
33
PO BOX 11663 - BIRMINGHAM, AL 35202205-731-7372
Plans on this EIN
2 filings
#001401k-$777K - 23 part#002CashBalance-$758K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • KMS 401(K) (#001)51%
  • CASH BALANCE PLAN (#002)49%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KMS 401(K) (#001)23
  • CASH BALANCE PLAN (#002)10
Total 33Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KMS 401(K) PLAN

401k

Assets$777K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KEMP MANAGEMENT SOLUTIONS, LLC CASH BALANCE PLAN

CashBalance

Assets$758K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KMS 401(K) PLAN401k$777K232024
002KEMP MANAGEMENT SOLUTIONS, LLC CASH BALANCE PLANCashBalance$758K102024
Retirement plans
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