Plan Ledger DOL Form 5500 · updated monthly

Kellwood Company, LLC401(k)

KELLWOOD COMPANY RETIREMENT SAVINGS PLAN · CITY OF INDUSTRY, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Kellwood Company, LLC reported $225,886 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $888 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 0.22% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 840th-largest of 9,483 plans among California employers on file, and the 351st of 4,246 in wholesale trade. In 2024, employees put in $4.53 for every $1.00 the employer contributed; active participation has grown from 439 to 769 since 2022.

Plan summary
Net assets, end of year$124,652,513
Participants with balances1,181
Active participants769
Employer contributions$682,622
Employee contributions$3,090,434
Employer contribution per active participant$888
Average account balance$105,548
Benefits paid to participants$10,581,449
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$124.7M · 1,181 accts · $683K emplr
2023$109.9M · 1,178 accts · $640K emplr
2022$96.6M · 1,237 accts · $648K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$137,191
Audit (IQPA)$16,695
Total administrative$225,886
The Kellwood Company, LLC 401(k) match · 2024
Employer contribution per active participant$888
Median for plans this size$3,635
2024$888 per active participant
2023$1,481 per active participant
2022$1,476 per active participant

Kellwood Company, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$137,191
MORGANSTANLEYSMITHBARNEYLLC · Investment advisory (participants)$72,000
ARMANINO LLP · Accounting / audit$16,695

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$225,886 · 0.19%
2023$247,211 · 0.24%
2022$241,764 · 0.22%
Same employer
Similar plansWholesale Trade · California
Holt of California CA$135.0M · 0.12%
Kelly Spicers Inc. CA$133.3M · 0.04%
WD-40 Company CA$116.8M · 0.19%
Sunkist Growers, Inc. CA$116.7M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362472410 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.