Plan Snapshot
- Plan Sponsor: Wk Kellogg Co
- Sponsor EIN: 921243173
- Sponsor Address: 1 KELLOGG SQUARE, BATTLE CREEK, MI, 49017
- Plan Type: DB
- Total Participants: 1,168
- Total Assets: $448.8M
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 | 1,168 | $448.8M | $24.5M | $0 |
| 2023 | 1,112 | $469.9M | $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 |
|---|---|---|---|---|
| NORTHERN TRUST INVESTMENTS INC | NONE | $860,242 | — | $860,242 |
| WILLIS TOWERS WATSON | NONE | $487,252 | — | $487,252 |
| NISA INVESTMENT ADVISORS LLC | NONE | $185,727 | — | $185,727 |
| BDO USA, P.C. | NONE | $63,672 | — | $63,672 |
| THE NORTHERN TRUST COMPANY | NONE | $43,772 | — | $43,772 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — NONE
- BDO USA, P.C. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,640,665
- Estimated Expense Ratio: 0.366% 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 | $5,452,061 | $1,045,968 | — | $63,672 | — |
| 2023 | $4,946,353 | $68,589 | $14,527 | $111,788 | — |