Plan Ledger DOL Form 5500 · updated monthly

Kellogg Supply Company401(k)

KELLOGG SUPPLY COMPANY 401(K) PLAN · MANTEO, NC · plan year 2024

Reported admin expense ratio · 2024
0.13%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Kellogg Supply Company reported $5,896 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,695 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in North Carolina (1,477th of 2,005), and 3,804th of 5,215 in retail trade. In 2024, employees put in $1.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,834,594
Participants with balances141
Active participants125
Employer contributions$336,874
Employee contributions$387,114
Employer contribution per active participant$2,695
Average account balance$34,288
Benefits paid to participants$316,974
Plan history2
Yearassets · accounts · employer contribution
2025$0 · $106K emplr
2024$4.8M · 141 accts · $337K emplr
The Kellogg Supply Company 401(k) match · 2024
Employer contribution per active participant$2,695
Median for plans this size$1,313

Kellogg Supply Company's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
AMERICAN TRUST COMPANY · Trustee (discretionary) · Contract administrator$6,695

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2025AMERICAN TRUST COMPANY
2024AMERICAN TRUST COMPANY

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Administrative cost history2
2025Not separately reported
2024$5,896 · 0.13%
Same employer
Similar plansRetail Trade · North Carolina
Everett Chevrolet, Inc. NC$5.3M · 0.13%
Marine Chevrolet Company NC$5.3M · 0.24%
Dedon, Inc. NC$5.2M · 0.47%
Food Express, Inc. NC$4.8M · 0.76%
Westgate Auto Group, LLC NC$4.7M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560481994 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.