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Original filing (PDF)20250731145640NAL0003168755001
KINDER MORGAN, INC.
Form 5500
FILING_RECEIVED
KINDER MORGAN SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
10,966
Accounts w/ balance
16,694
Plan assets (EOY)
$2.9B
Net assets (EOY)
$2.9B
How this plan invests
This plan
29 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 11 bps in Schedule C fees — 130% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KINDER MORGAN, INC..
Plan sponsor
Name
KINDER MORGAN, INC.
EIN
80-0682103
Address
1001 LOUISIANA STREET · SUITE 1000 · HOUSTON, TX · 77002
Phone
(713) 420-2600
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MCCONNELL & JONES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $2.1M | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $638K | — |
| MERCER INVESTMENT CONSULTING INC | 61-0736136 | — | NONE | $544K | — |
| MCCONNELL & JONES LLP | — | HOUSTON, TX | NONE | $39K | — |
| STIFEL, NICOLAUS & COMPANY, INCORPO | 43-0538770 | — | NONE | $36K | — |
| EMPOWER FINANCIAL SERVICES, INC. | 84-0965407 | — | NONE | $32K | — |
| STOEL RIVES LLP | — | PORTLAND, OR | NONE | $15K | — |
Investments
6 direct securities · 29 pooled funds· $3.0B(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.
Common Collective Trust
$2.5B
29 holdings
Uncategorized
$308.9M
5 holdings
Mutual Funds
$135.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 INDEX - KM STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 065 | Common Collective Trust | — | — | $515.5M | 17.6% | |
| STATE STREET GLOBAL ALLCAP EQ XUS I STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 282 | Common Collective Trust | — | — | $227.2M | 7.8% | |
| WILLIAM BLAIR LARGE CAP GROWTH CIT WILLIAM BLAIR COLLECTIVE INVESTMENT TRUST · EIN 27-6331814 / PN 015 | Common Collective Trust | — | — | $197.2M | 6.8% | |
| STATE STREET S&P SMALLMID CAP INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $150.6M | 5.2% | |
| STATE STREET US BOND INDEX - KM STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 071 | Common Collective Trust | — | — | $148.4M | 5.1% | |
| Dodge & Cox Stock Fund Registered Investment Company | Mutual Funds | — | — | $135.8M | 4.6% | |
| STATE STREET TARGET RETIREMENT 2030 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 120 | Common Collective Trust | — | — | $130.0M | 4.4% | |
| STATE STREET TARGET RETIREMENT 2040 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 121 | Common Collective Trust | — | — | $123.9M | 4.2% | |
| STATE STREET TARGET RETIREMENT 2045 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 021 | Common Collective Trust | — | — | $111.0M | 3.8% | |
| LOOMIS SAYLES CORE PLUS FIXED INCOM LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $106.3M | 3.6% | |
| STATE STREET TARGET RETIREMENT 2035 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 019 | Common Collective Trust | — | — | $96.1M | 3.3% | |
| STATE STREET TARGET RETIREMENT 2050 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 084 | Common Collective Trust | — | — | $96.0M | 3.3% | |
| Kinder Morgan Stock Fund * Kinder Morgan, Inc. Kinder Morgan, Inc. Common Stock | — | — | — | $94.9M | 3.2% | |
| Self-Directed Brokerage Account Self-Directed Brokerage Account Common Stock, Interest-bearing Cash, Bonds, Exchange Traded Funds, and Mutual Funds | — | — | — | $93.7M | 3.2% | |
| STATE STREET TARGET RETIREMENT 2025 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 017 | Common Collective Trust | — | — | $88.8M | 3.0% | |
| IGT INVESCO HQ STBF INVESCO TRUST COMPANY · EIN 61-1246990 / PN 250 | Common Collective Trust | — | — | $86.7M | 3.0% | |
| WESTFIELD SMID CAP GROWTH EQ C COMERICA BANK & TRUST, NATIONAL ASSOCATION · EIN 82-6648070 / PN 001 | Common Collective Trust | — | — | $77.6M | 2.7% | |
| STATE STREET TARGET RETIREMENT 2055 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 323 | Common Collective Trust | — | — | $61.9M | 2.1% | |
| to 10.50% | — | — | — | $60.3M | 2.1% | |
| MFS HERITAGE TRUST COMPANY INT'L EQ MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $56.4M | 1.9% | |
| MFS International Equity CIT Class 7 Common Collective Trust | — | — | — | $56.4M | 1.9% | |
| STATE STREET TARGET RETIREMENT 2020 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 119 | Common Collective Trust | — | — | $55.0M | 1.9% | |
| STATE STREET TARGET RETIREMENT INCM STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 117 | Common Collective Trust | — | — | $47.9M | 1.6% | |
| TS&W SMID CAP VALUE CIT CLASS D GLOBAL TRUST COMPANY · EIN 26-6773274 / PN 004 | Common Collective Trust | — | — | $27.0M | 0.9% | |
| STATE STREET TARGET RETIREMENT 2060 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 450 | Common Collective Trust | — | — | $25.6M | 0.9% | |
| IGT INVESCO A+ INT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 213 | Common Collective Trust | — | — | $19.1M | 0.7% | |
| IGT JENNISON A+ INT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 220 | Common Collective Trust | — | — | $19.0M | 0.7% | |
| IGT LOOMIS SAYLES A+ CORE INVESCO TRUST COMPANY · EIN 61-1246990 / PN 229 | Common Collective Trust | — | — | $9.6M | 0.3% | |
| IGT LOOMIS SAYLES A+ INT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 221 | Common Collective Trust | — | — | $9.6M | 0.3% | |
| IGT INVESCO A+ CORE INVESCO TRUST COMPANY · EIN 61-1246990 / PN 227 | Common Collective Trust | — | — | $9.6M | 0.3% | |
| IGT PIMCO A+ CORE INVESCO TRUST COMPANY · EIN 61-1246990 / PN 228 | Common Collective Trust | — | — | $9.5M | 0.3% | |
| IGT DODGE & COX A+ CORE INVESCO TRUST COMPANY · EIN 61-1246990 / PN 230 | Common Collective Trust | — | — | $9.5M | 0.3% | |
| IGT PIMCO A+ INT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 206 | Common Collective Trust | — | — | $9.5M | 0.3% | |
| STATE STREET TARGET RETIREMENT 2065 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 052 | Common Collective Trust | — | — | $7.8M | 0.3% | |
| Morgan Stanley Institutional Liquidity Government Portfolio Registered Investment Company | — | — | — | $3.6M | 0.1% |