Employers › Baupost Group
Recordkeeping fees per participant · Baupost Group Savings Retirement Plan · plan year 2024
$3.27
Higher than 3% of the 5,847 plans $50 to 250M that report it.
= $1,200 / 367
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009145519NAL0007165697001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009145519NAL0007165697001, received 2025-10-09
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-09.
Administrative expenses excluding investment management, per participant
$3.27
Higher than 2% of the 8,758 plans $50 to 250M that report it.
= $1,200 / 367
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009145519NAL0007165697001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009145519NAL0007165697001, received 2025-10-09
Administrative expenses per participant
$3.27
Higher than 1% of the 9,042 plans $50 to 250M that report it.
= $1,200 / 367
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009145519NAL0007165697001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009145519NAL0007165697001, received 2025-10-09
Administrative expenses as a share of assets
0.001%
Higher than 0% of the 9,049 plans $50 to 250M that report it.
= $1,200 / $156,228,828
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009145519NAL0007165697001, received 2025-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009145519NAL0007165697001, received 2025-10-09
Employer contributions per participant
$8,184
Higher than 90% of the 9,105 plans $50 to 250M that report it.
= $3,003,417 / 367
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009145519NAL0007165697001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009145519NAL0007165697001, received 2025-10-09
Employer share of total contributions
35.4%
Higher than 68% of the 9,112 plans $50 to 250M that report it.
= $3,003,417 / $8,491,499
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009145519NAL0007165697001, received 2025-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009145519NAL0007165697001, received 2025-10-09
Plan terms are not published in public filings.
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251009145519NAL0007165697001, received 2025-10-09
| Field | Value | Source |
|---|---|---|
| Plan sponsor | THE BAUPOST GROUP, L.L.C. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Plan name | BAUPOST GROUP SAVINGS RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Sponsor EIN / plan number | 04-3402144 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Sponsor location | BOSTON, MA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Industry (business code) | 523900, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Filing received | 2025-10-09 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Participants, beginning of year | 382 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Active participants | 240 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Participants, end of year | 369 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Participants with an account balance | 367 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Total assets, beginning of year | $132,760,855 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Total assets, end of year | $156,228,828 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Net assets, end of year | $156,228,828 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Total income | $28,705,715 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Net income | $23,467,973 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Employer contributions | $3,003,417 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Participant contributions | $5,089,339 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Other contributions (incl. rollovers) | $398,743 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Total contributions | $8,491,499 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Benefit payments | $5,236,542 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Total expenses (incl. benefit payments) | $5,237,742 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Total administrative expenses | $1,200 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Recordkeeping fees | $1,200 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Administrative expenses excluding investment management | $1,200 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Held in common/collective trusts | $19,882,789 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Held in mutual funds | $125,271,215 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251009145519NAL0007165697001, received 2025-10-09 |
| Independent auditor | LEE & CROWLEY, LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251009145519NAL0007165697001, received 2025-10-09 |
Position = column in the DOL layout for form year 2024. Filing 20251009145519NAL0007165697001, received 2025-10-09.
No Schedule C line 2 providers are listed on this filing.
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251009145519NAL0007165697001, received 2025-10-09.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $132,760,855 | $156,228,828 | 17.7% |
| Participants with a balance | 381 | 367 | -3.7% |
| Administrative expenses | $375 | $1,200 | 220.0% |
| Recordkeeping fees per participant | $0.98 | $3.27 | 232.2% |
| Employer contributions | $2,908,530 | $3,003,417 | 3.3% |
Prior filing 20241009150244NAL0031646208001, received 2024-10-09; the plan years are contiguous.
Sponsor name as filed: THE BAUPOST GROUP, L.L.C.; SEC registrant: BAUPOST GROUP LLC/MA (CIK 1061768, matched by EIN).