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Original filing (PDF)20250924153504NAL0010818370001
KASPERSKY LAB, INC.
Form 5500
FILING_RECEIVED
KASPERSKY LAB, INC. 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
55
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KASPERSKY LAB, INC..
Plan sponsor
Name
KASPERSKY LAB, INC.
EIN
20-1840054
Address
500 UNICORN PARK DRIVE · WOBURN, MA · 01801
Phone
(781) 503-1824
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
2025-09-24
Pension benefit codes
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LITMAN GERSON ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K PLAN RESOURCES, LLC | 83-1813100 | — | CONSULTANT | $27K | — |
Investments
31 direct securities· $6.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund Class K | — | — | — | $1.5M | 24.0% | |
| Fidelity Contrafund Fund Class K | — | — | — | $780K | 12.8% | |
| Fidelity Freedom 2045 Fund Class K | — | — | — | $481K | 7.9% | |
| Fidelity Freedom 2040 Fund Class K | — | — | — | $447K | 7.3% | |
| Fidelity Freedom 2055 Fund Class K | — | — | — | $438K | 7.2% | |
| Fidelity 500 Index Fund | — | — | — | $373K | 6.1% | |
| Fidelity Freedom 2050 Fund Class K | — | — | — | $358K | 5.8% | |
| Janus Henderson Enterprise Fund Class T | — | — | — | $180K | 2.9% | |
| Fidelity Low-Priced Stock Fund Class K | — | — | — | $179K | 2.9% | |
| Invesco EQV International Equity Fund R5 Class | — | — | — | $165K | 2.7% | |
| Fidelity Balanced Fund Class K | — | — | — | $161K | 2.6% | |
| Fidelity Multi-Asset Index Fund | — | — | — | $103K | 1.7% | |
| Fidelity International Index Fund | — | — | — | $96K | 1.6% | |
| Fidelity Freedom Income Fund Class K | — | — | — | $94K | 1.5% | |
| Fidelity Large Cap Stock Fund | — | — | — | $90K | 1.5% | |
| Invesco Diversified Dividend Fund R5 Class | — | — | — | $89K | 1.5% | |
| Fidelity Freedom 2060 Fund Class K | — | — | — | $85K | 1.4% | |
| Artisan Mid Cap Value Fund Investor Class | — | — | — | $84K | 1.4% | |
| PIMCO Total Return Fund Administrative Class | — | — | — | $83K | 1.4% | |
| Baron Small Cap Fund Retail Class | — | — | — | $78K | 1.3% | |
| Invesco High Yield Fund R5 Class | — | — | — | $68K | 1.1% | |
| Fidelity Small Cap Value Fund | — | — | — | $60K | 1.0% | |
| Fidelity Extended Market Index Fund | — | — | — | $54K | 0.9% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $51K | 0.8% | |
| Fidelity Government Money Market Fund | — | — | — | $23K | 0.4% | |
| Fidelity Freedom 2030 Fund Class K | — | — | — | $9K | 0.2% | |
| Fidelity Real Estate Investment Portfolio | — | — | — | $6K | 0.1% | |
| Fidelity Short-Term Treasury Bond Index Fund | — | — | — | $5K | <0.1% | |
| Participant loans | — | — | — | $5K | <0.1% | |
| Fidelity Freedom 2025 Fund Class K | — | — | — | $2K | <0.1% | |
| Fidelity Government Income Fund | — | — | — | $542 | <0.1% |
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