Kellogg Supply, Inc. 401(k) Plan
Sponsored by Kellogg Supply, Inc. · EIN 952038255 · Plan #001
- Total assets
- $24.7M
- Net assets
- $24.7M
- Active participants
- 199
- With balances
- 228
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 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $35,058 |
| Windes Inc | Accounting, Direct payment from the plan | $12,200 |
| Empower Advisory Group | Investment management, Direct payment from the plan | $7,623 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $2,638 |
| Pension Benefits Unlimited | Contract administrator, Consulting (pension), Direct payment from the plan | $2,440 |