# Kellogg Supply, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kellogg-supply-inc-401k-plan

> Kellogg Supply, INC.'s 401(k) plan: 199 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [WINDES INC](https://planprovider.pro/provider/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|

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