Plan Snapshot
- Plan Sponsor: Kellogg Supply, INC.
- Sponsor EIN: 952038255
- Sponsor Address: 350 W. SEPULVEDA BLVD., CARSON, CA, 90745
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $24.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 199 | $24.7M | $557,240 | $1.1M |
| 2023 | 211 | $22.3M | $551,927 | $1.0M |
| 2022 | 202 | $18.2M | $508,539 | $1.0M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISOR | $35,058 | — | $35,058 |
| WINDES INC | AUDITOR | $12,200 | — | $12,200 |
| EMPOWER ADVISORY GROUP | ASSET MANAGEMENT | $7,623 | — | $7,623 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- WINDES INC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,881
- Estimated Expense Ratio: 0.222% 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 | $55,398 | $55,398 | — | — | — |
| 2023 | $62,358 | $62,358 | — | — | — |
| 2022 | $73,721 | $35,074 | $10,197 | — | $28,450 |