Back to filter
Original filing (PDF)20251009214944NAL0012208816001
KAISER GROUP INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
KAISER GROUP INTERNATIONAL, INC. SECTION 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
0
Accounts w/ balance
217
Plan assets (EOY)
$45.8M
Net assets (EOY)
$45.8M
How this plan invests
This plan
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "s * Vanguard 500 Index Fund Mutual fund" is 30% of plan.
- No active participants reported but plan still holds assets.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KAISER GROUP INTERNATIONAL, INC..
Plan sponsor
Name
KAISER GROUP INTERNATIONAL, INC.
EIN
54-1437073
Address
1943 50TH STREET NORTH · BIRMINGHAM, AL · 35212
Phone
(205) 592-0031
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT, LLC | 45-4084437 | — | NONE | $17K | — |
| VANGUARD GROUP INC. | 23-1945930 | — | NONE | $15K | — |
Investments
9 direct securities· $45.8M(100% of reported assets)
Uncategorized
$31.9M
8 holdings
Mutual Funds
$13.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Vanguard 500 Index Fund Mutual fund | Mutual Funds | — | — | $13.9M | 30.3% | |
| Vanguard PRIMECAP Fund Mutual fund | — | — | — | $8.6M | 18.8% | |
| Vanguard Wellington Fund Mutual fund | — | — | — | $7.1M | 15.6% | |
| Vanguard U.S. Growth Fund Mutual fund | — | — | — | $6.7M | 14.7% | |
| Money market investments * Vanguard Prime Money Market Fund Money market fund | — | — | — | $2.9M | 6.4% | |
| Vanguard Explorer Fund Mutual fund | — | — | — | $2.1M | 4.5% | |
| Vanguard Long-Term Investment Grade Mutual fund | — | — | — | $1.9M | 4.1% | |
| Vanguard International Growth Fund Mutual fund | — | — | — | $1.8M | 3.9% | |
| Vanguard Total Bond Market Index Fund Mutual fund | — | — | — | $749K | 1.6% |