Plan Snapshot
- Plan Sponsor: Wk Kellogg Co
- Sponsor EIN: 921243173
- Sponsor Address: 1 KELLOGG SQUARE, BATTLE CREEK, MI, 49017
- Plan Type: 401(k)
- Plan Number: 520
- Total Participants: 2,995
- Total Assets: $758.6M
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 | 2,995 | $758.6M | $0 | $0 |
| 2023 | 2,969 | $778.7M | $12,975 | $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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | Other Service Provider | $2,507,611 | — | $2,507,611 |
| NORTHERN TRUST INVESTMENTS INC | Other Service Provider | $447,250 | — | $447,250 |
| SECURIAN | Other Service Provider | $406,221 | — | $406,221 |
| WILLIS TOWERS WATSON | Recordkeeper | $229,935 | — | $229,935 |
| NISA INVESTMENT ADVISORS LLC | Other Service Provider | $228,710 | — | $228,710 |
| BDO USA, P.C. | Auditor | $92,811 | — | $92,811 |
| DELTA | Other Service Provider | $88,231 | — | $88,231 |
| LIFEWORKS (US) LTD. | Other Service Provider | $80,821 | — | $80,821 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $56,227 | — | $56,227 |
| LISANTI CAPTIAL GROWTH, LLC | Other Service Provider | $47,118 | — | $47,118 |
| WILLIAM BLAIR | Other Service Provider | $38,601 | — | $38,601 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — Recordkeeper
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,223,536
- Estimated Expense Ratio: 0.557% 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 | $4,215,930 | $761,680 | $3,075,274 | $92,811 | — |
| 2023 | $1,245,926 | $209,889 | $733,746 | $82,150 | — |