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Original filing (PDF)20250731185140NAL0006443761001
KEMPER DEVELOPMENT COMPANY
Form 5500
FILING_RECEIVED
RETIREMENT SAVINGS PLAN - KDC
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
262
Accounts w/ balance
311
Plan assets (EOY)
$35.2M
Net assets (EOY)
$35.2M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
86
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Blue Chip Growth Fund Mutual Fund" is 28% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEMPER DEVELOPMENT COMPANY.
Plan sponsor
Name
KEMPER DEVELOPMENT COMPANY
EIN
91-1310034
Address
575 BELLEVUE SQUARE · BELLEVUE, WA · 98004
Phone
(425) 460-5870
Industry
Real Estatesee 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
2025-07-31
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
SWEENEY CONRAD, P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$17K | — |
Investments
25 direct securities· $35.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blue Chip Growth Fund Mutual Fund | — | — | — | $9.7M | 27.5% | |
| 500 Index Fund Mutual Fund | — | — | — | $6.1M | 17.4% | |
| Freedom 2025 Fund Mutual Fund | — | — | — | $3.0M | 8.6% | |
| Freedom 2070 Fund Mutual Fund 109 Victory Sycamore Established Value Fund Mutual Fund | — | — | — | $2.5M | 7.0% | |
| Freedom 2045 Fund Mutual Fund | — | — | — | $1.8M | 5.1% | |
| Freedom 2030 Fund Mutual Fund | — | — | — | $1.5M | 4.2% | |
| Freedom 2055 Fund Mutual Fund | — | — | — | $1.4M | 3.9% | |
| Freedom 2050 Fund Mutual Fund | — | — | — | $1.3M | 3.7% | |
| Freedom 2040 Fund Mutual Fund | — | — | — | $1.1M | 3.2% | |
| Government Money Market Fund Mutual Fund | — | — | — | $944K | 2.7% | |
| Freedom 2035 Fund Mutual Fund | — | — | — | $764K | 2.2% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $682K | 1.9% | |
| Columbia Dividend Income Fund Mutual Fund | — | — | — | $655K | 1.9% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $559K | 1.6% | |
| Janus Enterprise Fund Mutual Fund | — | — | — | $557K | 1.6% | |
| American Funds Europacific Growth Fund Mutual Fund | — | — | — | $497K | 1.4% | |
| Freedom 2020 Fund Mutual Fund | — | — | — | $469K | 1.3% | |
| Freedom 2060 Fund Mutual Fund | — | — | — | $300K | 0.9% | |
| Invesco Short Term Bond Fund Mutual Fund | — | — | — | $267K | 0.8% | |
| Freedom 2065 Fund Mutual Fund | — | — | — | $238K | 0.7% | |
| Notes receivable from participants Mature through 2034, with interest at 4.25% - 9.5% | — | — | — | $198K | 0.6% | |
| Freedom Income Fund Mutual Fund | — | — | — | $197K | 0.6% | |
| Freedom 2015 Fund Mutual Fund | — | — | — | $186K | 0.5% | |
| DFA Emerging Markets Fund Mutual Fund | — | — | — | $90K | 0.3% | |
| BlackRock High Yield Bond Fund Mutual Fund | — | — | — | $31K | <0.1% |
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