How big is Kellwood Company, LLC's plan?

Kellwood Company, LLC's plan reported $124.7M in assets and 769 participants for 2024.

Original filing (PDF)20250911193345NAL0000410579001

Kellwood Company, LLC

Name: Kellwood Company, LLC — Kellwood Company Retirement, Form 5500 (2024)
Creator: Kellwood Company, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Kellwood Company Retirement Savings Plan

401(k) retirement plan · Kellwood Company, LLC's Kellwood Company Retirement Savings Plan held $124.7M in plan assets for 769 participants in 2024, with Fidelity as recordkeeper.

Active participants

769

Accounts w/ balance

1,181

Plan assets (EOY)

$124.7M

Net assets (EOY)

$124.7M

People on this filing

Mary YAP signed Kellwood Company, LLC's 2024 Form 5500 as plan administrator.

Mary YAP — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kellwood Company, LLC's EIN is 36-2472410.

EIN 36-2472410

Plan number 004

Plan year 2024

ACK ID 20250911193345NAL0000410579001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kellwood Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kellwood Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLWOOD COMPANY, LLC.

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How this plan invests

This plan

2 pooled trusts

Schedule D

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (10th percentile).

Plan sponsor

Name

KELLWOOD COMPANY, LLC

EIN

all filings

Address

13071 E TEMPLE AVE · CITY OF INDUSTRY, CA · 91746

Phone

(626) 934-3565

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$137K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGANSTANLEYSMITHBARNEYLLC	20-8764829	—	INVESTMENT ADVISOR	$72K	—

Investments

34 direct securities · 2 pooled funds· $124.7M(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.

Mutual Funds

$100.3M

20 holdings

Other securities

$9.4M

9 holdings

Common Collective Trust

$8.3M

2 holdings

Common Collective Trusts

$6.6M

5 holdings

					% of plan
Fidelity Contrafund K6 Mutual fund	Mutual Funds	—	—	$28.3M	22.7%
Fidelity OTC K6 Portfolio Mutual fund	Mutual Funds	—	—	$22.5M	18.1%
Fidelity Freedom 2030 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$11.4M	9.1%
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$8.3M	6.7%
Fidelity Freedom 2035 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$7.8M	6.3%
Fidelity Freedom 2025 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$6.2M	5.0%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$5.5M	4.4%
Fidelity Freedom 2045 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$4.2M	3.4%
JPMorgan Equity Income Fund Class R6 Mutual fund	Other securities	—	—	$3.5M	2.8%
Fidelity Freedom 2020 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$3.1M	2.5%
Fidelity Freedom 2040 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$3.0M	2.4%
Fidelity Freedom 2050 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$2.7M	2.1%
Fidelity Small Cap Growth K6 Fund Mutual fund	Mutual Funds	—	—	$2.3M	1.8%
BlackRock Total Return Fund Class K Shares Mutual fund	Other securities	—	—	$2.3M	1.8%
Fidelity International Capital Appreciation K6 Fund Mutual fund	Mutual Funds	—	—	$2.2M	1.8%
Fidelity Low-Priced Stock K6 Fund Mutual fund	Mutual Funds	—	—	$1.8M	1.4%
Fidelity Freedom 2055 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$1.7M	1.4%
BlackRock High Yield Bond Portfolio Class K Mutual fund	Other securities	—	—	$1.3M	1.0%
Fidelity Government Money Market Fund - Premium * Class Mutual fund	Mutual Funds	—	—	$1.1M	0.9%
Notes receivable from participants maturing through November 2034 -	Other securities	—	—	$719K	0.6%
Fidelity Freedom 2060 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$655K	0.5%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$593K	0.5%
American Century Small Cap Value Fund - R6 Class Mutual fund	Other securities	—	—	$588K	0.5%
Fidelity Freedom 2010 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$474K	0.4%
Fidelity Freedom 2015 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$384K	0.3%
T. Rowe Price International Discovery Fund I Class Mutual fund	Other securities	—	—	$353K	0.3%
Fidelity Freedom Income Fund - Class K6 Mutual fund	Mutual Funds	—	—	$308K	0.2%
MassMutual Select Mid Cap Growth Fund Class I Mutual fund	Other securities	—	—	$305K	0.2%
Fidelity International Index Fund Mutual fund	Common Collective Trusts	—	—	$289K	0.2%
American Century Small Cap Value Fund - Class R6 Mutual fund	Other securities	—	—	$204K	0.2%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$182K	0.1%
Allspring Special Mid Cap Value Fund Class R6 Mutual fund	Other securities	—	—	$181K	0.1%
Fidelity Freedom 2065 Fund - Class K6 Mutual fund	Mutual Funds	—	—	$137K	0.1%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$13K	<0.1%
PIMCO International Bond Fund (U.S. Dollar-Hedged) - Institutional Class Mutual fund	Mutual Funds	—	—	$9K	<0.1%
MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025	Common Collective Trust	—	—	$0	<0.1%