AUMdb

Kellwood Company Retirement Savings Plan

Sponsored by Kellwood Company, Llc · EIN 362472410 · Plan #004

Total assets
$125M
Net assets
$125M
Active participants
769
With balances
1,181

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morgan Stanley Smith Barney Llc CRD 149777 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $137,191
Morganstanleysmithbarneyllc Investment advisory (participants) $72,000
Armanino Llp Accounting $16,695