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Original filing (PDF)20251015142039NAL0002559715001
KELLOGG SUPPLY COMPANY
Form 5500
FILING_RECEIVED
KELLOGG SUPPLY COMPANY 401(K) PLAN
401(k) retirement plan
Signals · 3
No auditor on file100% in single holdingNo recordkeeper disclosed
Active participants
125
Accounts w/ balance
141
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Top holding "[DFE: AMERICAN TRUST COMPANY STABLE VALUE GROUP TRUST (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KELLOGG SUPPLY COMPANY.
Plan sponsor
Name
KELLOGG SUPPLY COMPANY
EIN
56-0481994
Address
P.O. BOX 99 · 917 BURNSIDE ROAD · MANTEO, NC · 27954
Phone
(252) 473-2167
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2G · Total participant-directed accounts
2E · Profit-sharing
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | NONE | $7K | — |
Investments
1 pooled fund· $934K(19% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY STABLE VALUE AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | — | — | $934K | 19.3% |
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