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Original filing (PDF)20260224145122NAL0002162641001
KELLOGG BROWN & ROOT LLC
Form 5500
FILING_RECEIVED
KELLOGG BROWN & ROOT, INC. RETIREMENT AND SAVINGS PLAN
401(k) retirement plan
Signals · 2
Late filing · 3.3 moNo recordkeeper disclosed
Active participants
12,223
Accounts w/ balance
24,011
Plan assets (EOY)
$3.9B
Net assets (EOY)
$3.9B
How this plan invests
This plan
2 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
87
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 3.3 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KELLOGG BROWN & ROOT LLC.
Plan sponsor
Name
KELLOGG BROWN & ROOT LLC
EIN
20-3897734
Address
601 JEFFERSON AVE · HOUSTON, TX · 770027900
Phone
(713) 753-8060
Industry
Constructionsee all
Plan administrator
Name
KBR BENEFITS COMMITTEE
EIN
77-0692414
City
HOUSTON, TX
Phone
(713) 753-8060
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $764K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $547K | — |
| CURCIO WEBB | 36-4171366 | — | NONE | $114K | — |
| WEAVER AND TIDWELL LLP | 75-0786316 | — | NONE | $25K | — |
| JACKSON LEWIS PC | 46-3862389 | — | NONE | $20K | — |
Investments
30 direct securities · 2 pooled funds· $7.7B(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.
Uncategorized
$3.9B
30 holdings
Master Trust
$3.9B
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| KBR MASTER TRUST KELLOGG BROWN AND ROOT LLC · EIN 20-3897734 / PN 117 | Master Trust | — | — | $3.5B | 90.6% | |
| Instl 500 Index Trust | — | — | — | $936.3M | 24.2% | |
| Instl Ext Market Idx Tr | — | — | — | $362.1M | 9.3% | |
| KBR EMPLOYEE BENEFITS MASTER TRUST KELLOGG BROWN AND ROOT LLC · EIN 20-3897734 / PN 116 | Master Trust | — | — | $339.6M | 8.8% | |
| Vanguard Tgt Retire 2030 Tr P | — | — | — | $258.9M | 6.7% | |
| Inst Tot Bd Mkt Ix Tr | — | — | — | $258.8M | 6.7% | |
| Vanguard Tgt Retire 2025 Tr P | — | — | — | $224.5M | 5.8% | |
| Inst Tot Intl St Mt Ix Tr | — | — | — | $196.5M | 5.1% | |
| Vanguard Tgt Retire 2035 Tr P | — | — | — | $195.8M | 5.1% | |
| Vanguard Tgt Retire 2040 Tr P | — | — | — | $172.4M | 4.4% | |
| Vanguard Tgt Retire 2020 Tr P | — | — | — | $144.6M | 3.7% | |
| Vanguard Tgt Retire Inc Tr P | — | — | — | $141.2M | 3.6% | |
| Vanguard Tgt Retire 2045 Tr P | — | — | — | $138.4M | 3.6% | |
| Vanguard Tgt Retire 2050 Tr P | — | — | — | $116.3M | 3.0% | |
| Self-Directed Brokerage Fund | — | — | — | $97.3M | 2.5% | |
| Vanguard Tgt Retire 2055 Tr P | — | — | — | $74.2M | 1.9% | |
| Interest-bearing cash - Prudential Insurance Company of America Guaranteed investment contract | — | — | $71.8M | $71.8M | 1.9% | |
| Voya Life Insurance & Annuity Company Guaranteed investment contract | — | — | $60.2M | $60.2M | 1.6% | |
| RGA Reinsurance Company Guaranteed investment contract | — | — | $57.2M | $57.2M | 1.5% | |
| Mass Mutual Life Insurance Company Guaranteed investment contract | — | — | $54.1M | $54.1M | 1.4% | |
| MetLife Insurance Company Guaranteed investment contract | — | — | $53.1M | $53.1M | 1.4% | |
| Vanguard Tgt Retire 2060 Tr P | — | — | — | $46.8M | 1.2% | |
| SSgA Moderate Strategic Balanced Fund Collective trust fund | — | — | $38.7M | $38.7M | 1.0% | |
| Vanguard Total World Stk Inst | — | — | — | $34.6M | 0.9% | |
| Vanguard FTSE Social Index Ins | — | — | — | $29.9M | 0.8% | |
| GS Stable Value Inst'l Class I | — | — | — | $28.6M | 0.7% | |
| AF Bond Fund America R6 | — | — | — | $24.9M | 0.6% | |
| Vanguard Tgt Retire 2065 Tr P | — | — | — | $21.0M | 0.5% | |
| Vanguard Cash Res Fed MM Adm | — | — | — | $4.6M | 0.1% | |
| SSgA Short Term Investment Fund Collective trust fund | — | — | $4.5M | $4.5M | 0.1% | |
| MFS Intl Div Cl R6 | — | — | — | $2.9M | <0.1% | |
| Tgt Retire 2070 Tr Plus | — | — | — | $1.8M | <0.1% |