Plan Snapshot
- Plan Sponsor: Kellogg Brown & Root LLC
- Sponsor EIN: 203897734
- Sponsor Address: 601 JEFFERSON AVE, HOUSTON, TX, 770027900
- Plan Type: 401(k)
- Total Participants: 12,223
- Total Assets: $3.9B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 12,223 | $3.9B | $23.6M | $43.4M |
| 2023 | 3,665 | $2.0B | $22.9M | $40.5M |
| 2022 | 3,646 | $1.8B | $19.4M | $34.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | NONE | $764,056 | — | $764,056 |
| THE VANGUARD GROUP, INC. | NONE | $546,662 | — | $546,662 |
| CURCIO WEBB | NONE | $114,403 | — | $114,403 |
| WEAVER AND TIDWELL LLP | NONE | $24,780 | — | $24,780 |
| JACKSON LEWIS PC | NONE | $19,896 | — | $19,896 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — NONE
- THE VANGUARD GROUP, INC. — NONE
- WEAVER AND TIDWELL LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,469,797
- Estimated Expense Ratio: 0.038% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,454,022 | $878,460 | — | $24,780 | — |
| 2023 | $1,628,164 | $1,144,116 | — | $36,256 | — |
| 2022 | $1,230,118 | — | — | — | — |