401k Record

Employers › Tiger Management

Tiger Management 401(k)

Recordkeeping fees per participant · Tiger Management L.L.C. 401(k) Profit Sharing Plan · plan year 2024

$13.89

Higher than 14% of the 14,075 plans $10 to 50M that report it.

Source

= $1,875 / 135
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014105323NAL0005507794002, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014105323NAL0005507794002, received 2025-10-14

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M 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 2025-10-14.

Cost and contributions

Administrative expenses excluding investment management, per participant

$13.89

10th: $15.36median $118.8890th: $340.63

Higher than 9% of the 24,371 plans $10 to 50M that report it.

Source

= $1,875 / 135
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014105323NAL0005507794002, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014105323NAL0005507794002, received 2025-10-14

Administrative expenses per participant

$537.79

10th: $26.86median $197.2590th: $456.10

Higher than 94% of the 25,098 plans $10 to 50M that report it.

Source

= $72,601 / 135
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014105323NAL0005507794002, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014105323NAL0005507794002, received 2025-10-14

Administrative expenses as a share of assets

0.215%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 37% of the 25,132 plans $10 to 50M that report it.

Source

= $72,601 / $33,720,408
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014105323NAL0005507794002, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014105323NAL0005507794002, received 2025-10-14

Employer contributions per participant

$5,050

10th: $664median $2,07490th: $4,751

Higher than 91% of the 24,050 plans $10 to 50M that report it.

Source

= $681,708 / 135
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014105323NAL0005507794002, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014105323NAL0005507794002, received 2025-10-14

Employer share of total contributions

41.1%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 86% of the 24,084 plans $10 to 50M that report it.

Source

= $681,708 / $1,660,163
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014105323NAL0005507794002, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014105323NAL0005507794002, received 2025-10-14

Plan terms, as stated in Tiger Management L.L.C.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 2X · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014105323NAL0005507794002, received 2025-10-14

Full record, Tiger Management L.L.C. 401(k) Profit Sharing Plan

FieldValueSource
Plan sponsorTIGER MANAGEMENT L.L.C.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014105323NAL0005507794002, received 2025-10-14
Plan nameTIGER MANAGEMENT L.L.C. 401(K) PROFIT SHARING PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251014105323NAL0005507794002, received 2025-10-14
Sponsor EIN / plan number13-3878064 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014105323NAL0005507794002, received 2025-10-14
Plan typemultiple-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014105323NAL0005507794002, received 2025-10-14
Sponsor locationNEW YORK, NYForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014105323NAL0005507794002, received 2025-10-14
Industry (business code)523900, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014105323NAL0005507794002, received 2025-10-14
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014105323NAL0005507794002, received 2025-10-14
Filing received2025-10-14Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014105323NAL0005507794002, received 2025-10-14
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014105323NAL0005507794002, received 2025-10-14
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251014105323NAL0005507794002, received 2025-10-14
Participants, beginning of year151Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014105323NAL0005507794002, received 2025-10-14
Active participants65Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014105323NAL0005507794002, received 2025-10-14
Participants, end of year144Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014105323NAL0005507794002, received 2025-10-14
Participants with an account balance135Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014105323NAL0005507794002, received 2025-10-14
Total assets, beginning of year$30,681,084Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014105323NAL0005507794002, received 2025-10-14
Total assets, end of year$33,720,408Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014105323NAL0005507794002, received 2025-10-14
Net assets, end of year$33,720,408Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014105323NAL0005507794002, received 2025-10-14
Total income$5,650,237Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014105323NAL0005507794002, received 2025-10-14
Net income$3,039,329Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014105323NAL0005507794002, received 2025-10-14
Employer contributions$681,708Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014105323NAL0005507794002, received 2025-10-14
Participant contributions$978,455Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014105323NAL0005507794002, received 2025-10-14
Total contributions$1,660,163Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014105323NAL0005507794002, received 2025-10-14
Benefit payments$2,528,634Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014105323NAL0005507794002, received 2025-10-14
Total expenses (incl. benefit payments)$2,610,908Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014105323NAL0005507794002, received 2025-10-14
Total administrative expenses$72,601Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014105323NAL0005507794002, received 2025-10-14
Recordkeeping fees$1,875Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014105323NAL0005507794002, received 2025-10-14
Investment advisory and management fees$70,726Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014105323NAL0005507794002, received 2025-10-14
Administrative expenses excluding investment management$1,875derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014105323NAL0005507794002, received 2025-10-14
Held in mutual funds$31,714,912Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014105323NAL0005507794002, received 2025-10-14
Independent auditorFRENDEL BROWN & WEISSMANSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014105323NAL0005507794002, received 2025-10-14

Position = column in the DOL layout for form year 2024. Filing 20251014105323NAL0005507794002, received 2025-10-14.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeperNONE 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees $72,601no
CHARLES SCHWAB & CO.,INC.NONE 33 Securities brokerage; 50 Direct payment from the plan; 62 Float revenue; 71 Securities brokerage commissions and fees $406yes

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 20251014105323NAL0005507794002, received 2025-10-14.

What changed since the 2023 plan year

Figure20232024Change
Total assets$30,681,084$33,720,4089.9%
Participants with a balance141135-4.3%
Administrative expenses$76,054$72,601-4.5%
Recordkeeping fees per participant$23.40$13.89-40.7%
Employer contributions$628,138$681,7088.5%

Prior filing 20241015152559NAL0056946386005, received 2024-10-15; the plan years are contiguous.

Alerts, claims and corrections

Alert me when this filing changes

One email when a new Form 5500 for Tiger Management L.L.C. 401(k) Profit Sharing Plan appears in the Department of Labor data. Confirmation link first; unsubscribe link in every email.

Claim this plan

For the sponsor or its plan administrator: request to verify or annotate this page. A work email address at the sponsor speeds up verification.

Report a correction

Every figure is reproduced from the filing with its source. Tell us which figure and what the filing says instead.

Sponsor name as filed: TIGER MANAGEMENT L.L.C.; SEC registrant: TIGER MANAGEMENT LLC (CIK 1011440, matched by EIN).