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
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,270 | H, C | 20241011163901NAL0011186803001 |
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
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.
18%82%
Employer 18%Participant 82%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $123,809 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $63,200 | not reported in the loaded dataset | 2023 |
| Kestra Investment Services LLC | ADVISOR | $44,300 | not reported in the loaded dataset | 2023 |
| Armanino Llp | ACCOUNTANT/AUDITOR | $15,902 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kellwood Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in City Of Industry, CA
- Fidelity Investments Institutional — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Armanino Llp — Schedule C compensation