ALDA YU signed Kemper Development Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kemper Development Company's EIN is 91-1310034.
Download the official 2024 Form 5500 (PDF) for Kemper Development Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kemper Development Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blue Chip Growth Fund Mutual Fund | Other securities | — | — | $9.7M | 27.5% | |
| 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $6.1M | 17.4% | |
| Freedom 2025 Fund Mutual Fund | Other securities | — | — | $3.0M | 8.6% | |
| Freedom 2070 Fund Mutual Fund 109 Victory Sycamore Established Value Fund Mutual Fund | Other securities | — | — | $2.5M | 7.0% | |
| Freedom 2045 Fund Mutual Fund | Other securities | — | — | $1.8M | 5.1% | |
| Freedom 2030 Fund Mutual Fund | Other securities | — | — | $1.5M | 4.2% | |
| Freedom 2055 Fund Mutual Fund | Other securities | — | — | $1.4M | 3.9% | |
| Freedom 2050 Fund Mutual Fund | Other securities | — | — | $1.3M | 3.7% | |
| Freedom 2040 Fund Mutual Fund | Other securities | — | — | $1.1M | 3.2% | |
| Government Money Market Fund Mutual Fund | Cash / Money Market | — | — | $944K | 2.7% | |
| Freedom 2035 Fund Mutual Fund | Other securities | — | — | $764K | 2.2% | |
| Vanguard Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $682K | 1.9% | |
| Columbia Dividend Income Fund Mutual Fund | Other securities | — | — | $655K | 1.9% | |
| Vanguard Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $559K | 1.6% | |
| Janus Enterprise Fund Mutual Fund | Mutual Funds | — | — | $557K | 1.6% | |
| American Funds Europacific Growth Fund Mutual Fund | Mutual Funds | — | — | $497K | 1.4% | |
| Freedom 2020 Fund Mutual Fund | Other securities | — | — | $469K | 1.3% | |
| Freedom 2060 Fund Mutual Fund | Other securities | — | — | $300K | 0.9% | |
| Invesco Short Term Bond Fund Mutual Fund | Mutual Funds | — | — | $267K | 0.8% | |
| Freedom 2065 Fund Mutual Fund | Other securities | — | — | $238K | 0.7% | |
| Notes receivable from participants Mature through 2034, with interest at 4.25% - 9.5% | Bonds / Notes | — | — | $198K | 0.6% | |
| Freedom Income Fund Mutual Fund | Other securities | — | — | $197K | 0.6% | |
| Freedom 2015 Fund Mutual Fund | Other securities | — | — | $186K | 0.5% | |
| DFA Emerging Markets Fund Mutual Fund | Mutual Funds | — | — | $90K | 0.3% | |
| BlackRock High Yield Bond Fund Mutual Fund | Other securities | — | — | $31K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
