Back to filter
Original filing (PDF)20251003142610NAL0002478128001
KEMP QUARRIES
Form 5500
FILING_RECEIVED
KEMP QUARRIES RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
152
Accounts w/ balance
159
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
13 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEMP QUARRIES.
Plan sponsor
Name
KEMP QUARRIES
EIN
82-1852089
Address
1050 EAST 520 · PRYOR, OK · 743613441
Phone
(918) 825-3370
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CONKLIN GILPIN WERTZ PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
Investments
16 direct securities · 13 pooled funds· $9.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$7.7M
13 holdings
Uncategorized
$1.8M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2025 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.7M | 18.1% | |
| PRIN LIFETIME HY 2035 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.6M | 16.9% | |
| PRIN LIFETIME HY 2020 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $779K | 8.3% | |
| PRIN LIFETIME HY 2045 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $734K | 7.8% | |
| PRIN LIFETIME HY 2040 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $699K | 7.4% | |
| PRIN LIFETIME HY 2030 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $693K | 7.4% | |
| PRIN LIFETIME HY 2055 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $520K | 5.5% | |
| PRIN LIFETIME HY 2050 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $343K | 3.6% | |
| PRIN LIFETIME HY 2060 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $329K | 3.5% | |
| American Funds Service Company Am Fds New Persp R3 Fd - | — | — | — | $261K | 2.8% | |
| Principal Funds Inc. Prin MidCap S&P 400 Idx R3 Fd - | — | — | — | $194K | 2.1% | |
| Principal Funds Inc. Prin LgCap S&P 500 Idx R3 Fund - | — | — | — | $180K | 1.9% | |
| The American Funds Am Fds Europacific Grth R3 Fd - | — | — | — | $172K | 1.8% | |
| PRIN LIFETIME HY 2015 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $166K | 1.8% | |
| Principal Funds Inc. Largecap Growth I R3 Fund - | — | — | — | $163K | 1.7% | |
| Oppenheimer Oppen Developing Mkts R Fund - | — | — | — | $153K | 1.6% | |
| PIMCO Funds PIMCO Income R Fund - | — | — | — | $132K | 1.4% | |
| JP Morgan Funds JP Morgan MidCap Value R2 Fund - | — | — | — | $119K | 1.3% | |
| Delaware Investments Delaware SmCap Value R Fund - | — | — | — | $101K | 1.1% | |
| (E) | — | — | $20K | $97K | 1.0% | |
| PRIN LIFETIME HY INC CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $97K | 1.0% | |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $81K | 0.9% | |
| PGIM Investments PGIM Total Ret Bond R Fd - | — | — | — | $72K | 0.8% | |
| Principal Funds Inc. Prin SmCap S&P 600 Idx R3 Fund - | — | — | — | $50K | 0.5% | |
| Principal Funds Inc. Prin Real Estate Secs R3 Fund - | — | — | — | $47K | 0.5% | |
| Principal Funds Inc. Prin Equity Income R3 Fund - | — | — | — | $20K | 0.2% | |
| PRIN LIFETIME HY 2065 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $10K | 0.1% | |
| PGIM Investments PGIM Jenn Mdcp Gr R Fund - | — | — | — | $4K | <0.1% | |
| Legg Mason Clearbridge Small Cpaital Group Gr Fund - | — | — | — | $4K | <0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Mining, Quarrying, Oil & Gas plans
BLUE WATER INDUSTRIES LLC
BLUE WATER INDUSTRIES LLC 401(K) SAVINGS PLAN
$9.5M · 76 participants
MECKLEYS LIMESTONE PRODUCTS, INC
MECKLEY'S LIMESTONE, INC. 401(K) PROFIT SHARING PLAN
$9.5M · 142 participants
ROCKYDALE QUARRIES CORPORATION
ROCKYDALE QUARRIES CORPORATION 401(K) PROFIT SHARING PLAN
$9.8M · 133 participants
INDIANA LIMESTONE ACQUISITION, LLC DBA INDIANA LIMESTONE COMPANY
INDIANA LIMESTONE ACQUISITION, LLC DBA INDIANA LIMESTONE COMPANY 401(K) PLAN
$9.8M · 198 participants
INTERSTATE ROCK PRODUCTS, INC.
INTERSTATE ROCK PRODUCTS, INC. 401K PROFIT SHARING
$9.9M · 156 participants
ROHRERS QUARRY, INC.
ROHRERS QUARRY, INC. PROFIT SHARING PLAN
$9.0M · 73 participants
Large plans in Oklahoma
QUIKTRIP CORPORATION
QUIKTRIP CORPORATION RETIREMENT PLAN
$4.8B · 13,644 participants
THE WILLIAMS COMPANIES, INC.
THE WILLIAMS INVESTMENT PLUS PLAN
$2.0B · 5,692 participants
PIPELINE INDUSTRY PENSION FUND
PIPELINE INDUSTRY PENSION FUND
$1.7B · 2,034 participants
ONEOK, INC.
ONEOK, INC. 401(K) PLAN
$1.4B · 5,150 participants
THE WILLIAMS COMPANIES, INC.
WILLIAMS PENSION PLAN
$1.4B · 3,178 participants
THE WILLIAMS COMPANIES MASTER PENSION TRUST
THE WILLIAMS COMPANIES MASTER PENSION TRUST
$1.3B