Employers › Kellwood
Recordkeeping fees per participant · Kellwood Company Retirement Savings Plan · plan year 2024
$116.17
Higher than 81% of the 5,847 plans $50 to 250M that report it.
= $137,191 / 1,181
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250911193345NAL0000410579001, received 2025-09-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911193345NAL0000410579001, received 2025-09-11
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-11.
Administrative expenses excluding investment management, per participant
$191.27
Higher than 84% of the 8,758 plans $50 to 250M that report it.
= $225,886 / 1,181
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250911193345NAL0000410579001, received 2025-09-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911193345NAL0000410579001, received 2025-09-11
Administrative expenses per participant
$191.27
Higher than 69% of the 9,042 plans $50 to 250M that report it.
= $225,886 / 1,181
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250911193345NAL0000410579001, received 2025-09-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911193345NAL0000410579001, received 2025-09-11
Administrative expenses as a share of assets
0.181%
Higher than 64% of the 9,049 plans $50 to 250M that report it.
= $225,886 / $124,652,513
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250911193345NAL0000410579001, received 2025-09-11
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250911193345NAL0000410579001, received 2025-09-11
Employer contributions per participant
$578
Higher than 5% of the 9,105 plans $50 to 250M that report it.
= $682,622 / 1,181
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250911193345NAL0000410579001, received 2025-09-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911193345NAL0000410579001, received 2025-09-11
Employer share of total contributions
17.7%
Higher than 13% of the 9,112 plans $50 to 250M that report it.
= $682,622 / $3,855,874
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250911193345NAL0000410579001, received 2025-09-11
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250911193345NAL0000410579001, received 2025-09-11
Plan terms are described in Kellwood Company, LLC's SEC filings: Form 10-K filed 2007-03-22. No term could be quoted from them with the required precision.
3D IRS pre-approved plan · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250911193345NAL0000410579001, received 2025-09-11
| Field | Value | Source |
|---|---|---|
| Plan sponsor | KELLWOOD COMPANY, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Plan name | KELLWOOD COMPANY RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Sponsor EIN / plan number | 36-2472410 / 004 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Sponsor location | CITY OF INDUSTRY, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Industry (business code) | 424300, Wholesale trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Filing received | 2025-09-11 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Participants, beginning of year | 1,217 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Active participants | 769 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Participants, end of year | 1,535 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Participants with an account balance | 1,181 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Total assets, beginning of year | $109,941,160 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Total assets, end of year | $124,652,513 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Net assets, end of year | $124,652,513 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Total income | $25,518,688 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Net income | $14,711,353 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Employer contributions | $682,622 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Participant contributions | $3,090,434 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Other contributions (incl. rollovers) | $82,818 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Total contributions | $3,855,874 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Benefit payments | $10,581,449 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Total expenses (incl. benefit payments) | $10,807,335 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Total administrative expenses | $225,886 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Recordkeeping fees | $137,191 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| IQPA audit fees | $16,695 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Administrative expenses excluding investment management | $225,886 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Held in common/collective trusts | $8,309,127 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Held in mutual funds | $114,509,272 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250911193345NAL0000410579001, received 2025-09-11 |
| Independent auditor | ARMANINO LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250911193345NAL0000410579001, received 2025-09-11 |
Position = column in the DOL layout for form year 2024. Filing 20250911193345NAL0000410579001, received 2025-09-11.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $137,191 | yes |
| MORGANSTANLEYSMITHBARNEYLLC | INVESTMENT ADVISOR | 26 Investment advisory (participants) | $72,000 | no |
| ARMANINO LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $16,695 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250911193345NAL0000410579001, received 2025-09-11.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $109,941,160 | $124,652,513 | 13.4% |
| Participants with a balance | 1,178 | 1,181 | 0.3% |
| Administrative expenses | $247,211 | $225,886 | -8.6% |
| Recordkeeping fees per participant | $105.10 | $116.17 | 10.5% |
| Employer contributions | $639,605 | $682,622 | 6.7% |
Prior filing 20241011163901NAL0011186803001, received 2024-10-11; the plan years are contiguous.
Sponsor name as filed: KELLWOOD COMPANY, LLC; SEC registrant: KELLWOOD CO (CIK 55080, matched by EIN).