Plan Ledger DOL Form 5500 · updated monthly

Kellogg Supply, Inc.401(k)

KELLOGG SUPPLY, INC. 401(K) PLAN · CARSON, CA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Kellogg Supply, Inc. reported $55,398 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $2,800 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.

Across the 2 years on file its reported administrative ratio fell from 0.36% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 3,135th-largest of 9,483 plans among California employers on file, and the 5,175th of 13,661 in manufacturing. In 2024, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,707,492
Participants with balances228
Active participants199
Employer contributions$557,240
Employee contributions$1,061,768
Employer contribution per active participant$2,800
Average account balance$108,366
Benefits paid to participants$2,940,318
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.7M · 228 accts · $557K emplr
2023$22.3M · 242 accts · $552K emplr
2022$18.2M · 242 accts · $509K emplr
Administrative expenses, itemized · 2024
Investment management$55,398
Total administrative$55,398
The Kellogg Supply, Inc. 401(k) match · 2024
Employer contribution per active participant$2,800
Median for plans this size$2,416
2024$2,800 per active participant
2023$2,616 per active participant
2022$2,518 per active participant

Kellogg Supply, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20245
MORGAN STANLEY · Investment advisory (plan)$35,058
WINDES INC · Accounting / audit$12,200
EMPOWER ADVISORY GROUP · Investment management$7,623
PENSION BENEFITS UNLIMITED · Contract administrator · Pension consulting$2,440

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

Administrative cost history3
2024$55,398 · 0.24%
2023$62,358 · 0.31%
2022$73,721 · 0.36%
Same employer
Similar plansManufacturing · California
Color Image Apparel, Inc. CA$24.9M · 0.27%
Astro Pak Corporation CA$24.5M · 0.13%
Indie LLC CA$24.5M · 0.42%
Organicgirl, LLC CA$24.4M · 0.01%
Palomar Technologies, Inc. CA$24.3M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952038255 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.