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Original filing (PDF)20251210094515NAL0005392544001
KOHL'S INC.
Form 5500
FILING_RECEIVED
KOHL'S INC. SAVINGS PLAN
401(k) retirement plan
Signals · 2
98% in single holdingNo recordkeeper disclosed
Active participants
51,956
Accounts w/ balance
37,444
Plan assets (EOY)
$2.3B
Net assets (EOY)
$2.3B
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Kohls Investment in Master Trust N/R" is 98% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOHL'S INC..
Plan sponsor
Name
KOHL'S INC.
EIN
13-3357362
Address
N56 W 17000 RIDGEWOOD DRIVE · MENOMONEE FALLS, WI · 53051
Phone
(262) 703-2173
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-02-04
Tax period
2025-02-01
Filed
2025-12-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security · 1 pooled fund· $2.3B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Master Trust
$2.2B
1 holding
Uncategorized
$46.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| KOHLS CORPORATION MASTER TRUST KOHL'S INC. KOHL'S CORPORATION · EIN 46-2592829 / PN 001 | Master Trust | — | — | $2.2B | 97.9% | |
| Participant Loans Interest rates: 3.25-8.50% $0 | — | — | — | $46.3M | 2.0% |
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