Plan Snapshot
- Plan Sponsor: Kellwood Company, LLC
- Sponsor EIN: 362472410
- Sponsor Address: 13071 E TEMPLE AVE, CITY OF INDUSTRY, CA, 91746
- Plan Type: 401(k)
- Total Participants: 769
- Total Assets: $124.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 769 | $124.7M | $682,622 | $3.1M |
| 2023 | 432 | $109.9M | $639,605 | $2.9M |
| 2022 | 439 | $96.6M | $647,876 | $2.9M |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | $16,695 | — | $16,695 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,695
- Estimated Expense Ratio: 0.013% 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 | $225,886 | — | — | $16,695 | — |
| 2023 | $247,211 | $107,500 | — | $15,902 | — |
| 2022 | $241,764 | — | — | — | — |