Employers › Liberty Media
Recordkeeping fees per participant · Liberty Media 401(k) Savings Plan · plan year 2024
$146.97
Higher than 89% of the 5,847 plans $50 to 250M that report it.
= $54,968 / 374
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250506112756NAL0009200513001, received 2025-05-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250506112756NAL0009200513001, received 2025-05-06
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 2025-05-06.
Administrative expenses excluding investment management, per participant
$284.37
Higher than 93% of the 8,758 plans $50 to 250M that report it.
= $106,355 / 374
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250506112756NAL0009200513001, received 2025-05-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250506112756NAL0009200513001, received 2025-05-06
Administrative expenses per participant
$412.71
Higher than 93% of the 9,042 plans $50 to 250M that report it.
= $154,354 / 374
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250506112756NAL0009200513001, received 2025-05-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250506112756NAL0009200513001, received 2025-05-06
Administrative expenses as a share of assets
0.143%
Higher than 52% of the 9,049 plans $50 to 250M that report it.
= $154,354 / $108,214,854
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250506112756NAL0009200513001, received 2025-05-06
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250506112756NAL0009200513001, received 2025-05-06
Employer contributions per participant
$7,494
Higher than 88% of the 9,105 plans $50 to 250M that report it.
= $2,802,721 / 374
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250506112756NAL0009200513001, received 2025-05-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250506112756NAL0009200513001, received 2025-05-06
Employer share of total contributions
40.8%
Higher than 78% of the 9,112 plans $50 to 250M that report it.
= $2,802,721 / $6,876,484
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250506112756NAL0009200513001, received 2025-05-06
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250506112756NAL0009200513001, received 2025-05-06
Plan terms are described in Liberty Media Corporation's SEC filings: Form 11-K filed 2022-05-18 and Form 10-K filed 2026-02-26. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250506112756NAL0009200513001, received 2025-05-06
| Field | Value | Source |
|---|---|---|
| Plan sponsor | LIBERTY MEDIA CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Plan name | LIBERTY MEDIA 401K SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Sponsor EIN / plan number | 37-1699499 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Sponsor location | ENGLEWOOD, CO | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Industry (business code) | 515210, Information | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Filing received | 2025-05-06 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Participants, beginning of year | 389 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Active participants | 179 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Participants, end of year | 396 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Participants with an account balance | 374 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Total assets, beginning of year | $94,931,057 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Total assets, end of year | $108,214,854 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Net assets, end of year | $108,214,854 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Total income | $19,764,863 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Net income | $13,283,797 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Employer contributions | $2,802,721 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Participant contributions | $3,296,720 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Other contributions (incl. rollovers) | $777,043 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Total contributions | $6,876,484 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Benefit payments | $6,326,712 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Total expenses (incl. benefit payments) | $6,481,066 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Total administrative expenses | $154,354 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Recordkeeping fees | $54,968 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Investment advisory and management fees | $47,999 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Administrative expenses excluding investment management | $106,355 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Held in common/collective trusts | $48,142,530 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Held in mutual funds | $48,975,526 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250506112756NAL0009200513001, received 2025-05-06 |
| Independent auditor | BDO USA, P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250506112756NAL0009200513001, received 2025-05-06 |
Position = column in the DOL layout for form year 2024. Filing 20250506112756NAL0009200513001, received 2025-05-06.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $54,968 | yes |
| ALVAREZ & MARSAL TAX, LLC | CONSULTANT | 16 Consulting (general) | $40,212 | no |
| COOK STREET CONSULTING | INVESTMENT ADVISORY | 26 Investment advisory (participants) | $30,000 | no |
| SHERMAN & HOWARD | LEGAL | 29 Legal | $11,176 | no |
| MORGAN STANLEY INST INVESTMENT ADVI | INVESTMENT ADVISORY | 26 Investment advisory (participants) | $10,000 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $7,999 | no |
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 20250506112756NAL0009200513001, received 2025-05-06.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $94,931,057 | $108,214,854 | 14.0% |
| Participants with a balance | 372 | 374 | 0.5% |
| Administrative expenses | $239,965 | $154,354 | -35.7% |
| Recordkeeping fees per participant | $357.70 | $146.97 | -58.9% |
| Employer contributions | $4,245,623 | $2,802,721 | -34.0% |
Prior filing 20240430141430NAL0007707651001, received 2024-04-30; the plan years are contiguous.
Sponsor name as filed: LIBERTY MEDIA CORPORATION; SEC registrant: Liberty Media Corp (CIK 1560385, matched by EIN; display name from the Form 10-K cover).