Plan5500

Kellwood Company Retirement Savings Plan — Form 5500 plan (Kellwood Company, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kellwood Company Retirement Savings Plan is a benefit plan reported by Kellwood Company, LLC under EIN 36-2472410 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,270 participants and $109,941,160 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$109.9MPlan net assets, end of year$109,941,160
Participants1.3KCovered participants reported1,270
Assets / participant$86.6KComputed: assets ÷ participants$86,568 (computed)
Provider compensation$247.2K4 Schedule C provider row(s)$247,211
Plan sponsor
Kellwood Company, LLC
EIN
36-2472410
Plan number
004
Plan type
2
Location
City Of Industry, CA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,270 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$109.9M total assets
Net assets$109.9MLiabilities$0
Money in vs. money out
Total income / additions$25.2M
Total expenses$11.8M
Benefits paid / distributions$11.6M
Contributions
Employer$639.6K
Participant$2.9M
Full reported line items

Net assets

Total assets (EOY)
$109,941,160
Total liabilities (EOY)
$0
Net assets (EOY)
$109,941,160
Net assets (BOY)
$96,575,334

Income & contributions

Employer contributions
$639,605
Participant contributions
$2,889,576
Total contributions
$3,587,145
Total income / additions
$25,192,125

Expenses & distributions

Benefits paid
$11,597,892
Administrative expenses
$247,211
Total expenses
$11,826,299
Net increase / (decrease)
$13,365,826
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 18%Participant 82%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$123.8K
    RECORDKEEPER · Direct $123.8K · Indirect $0
  2. 2
    Morgan Stanley Smith Barney LLC$63.2K
    INVESTMENT ADVISOR · Direct $63.2K
  3. 3
    Kestra Investment Services LLC$44.3K
    ADVISOR · Direct $44.3K
  4. 4
    Armanino Llp$15.9K
    ACCOUNTANT/AUDITOR · Direct $15.9K

Related Form 5500 pages