Plan Snapshot
- Plan Sponsor: Kellanova
- Sponsor EIN: 380710690
- Sponsor Address: 412 N. WELLS STREET, CHICAGO, IL, 60654
- Plan Type: 401(k)
- Plan Number: 009
- Total Participants: 0
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $1.2B | $0 | $0 |
| 2023 | 0 | $1.3B | $0 | $0 |
| 2022 | 0 | $1.8B | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TOWERS WATSON | Recordkeeper | $1,956,181 | — | $1,956,181 |
| CREDIT SUISSE ASSET MANAGEMENT | Other Service Provider | $1,108,089 | — | $1,108,089 |
| MORGAN STANLEY INVESTMENT MGMT LTD | Other Service Provider | $951,148 | — | $951,148 |
| THE NORTHERN TRUST CO | Other Service Provider | $383,671 | — | $383,671 |
| ARROWSTREET CAPITAL, L.P. | Other Service Provider | $352,687 | — | $352,687 |
| BURGUNDY ASSET MANAGEMENT LTD | Other Service Provider | $352,626 | — | $352,626 |
| PACIFIC INVESTMENT MANAGEMENT CO | Other Service Provider | $300,299 | — | $300,299 |
| NISA INVESTMENT ADVISORS | Other Service Provider | $291,771 | — | $291,771 |
| WESTERN ASSET MANAGEMENT CO., LLC | Other Service Provider | $229,608 | — | $229,608 |
| BDO USA, P.C. | Auditor | $93,401 | — | $93,401 |
| DFA-DIMENSIONAL FUND ADVISORS INC | Other Service Provider | $69,367 | — | $69,367 |
| BARNES & THORNBURG | ERISA Attorney | $41,108 | — | $41,108 |
| ICE DATA SERVICES, INC. | Other Service Provider | $9,092 | — | $9,092 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TOWERS WATSON — Recordkeeper
- BDO USA, P.C. — Auditor
- BARNES & THORNBURG — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,139,048
- Estimated Expense Ratio: 0.531% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $15,483,163 | $12,817,124 | $93,401 | — | — |
| 2023 | $16,469,805 | $13,333,190 | $101,404 | — | — |
| 2022 | $24,868,357 | $6,529,610 | $9,787 | — | $4,761,984 |