Employers › Baker Botts › plan 004
Recordkeeping fees per participant · Baker Botts L.L.P. 401(k) and Savings Plan - Plan a · plan year 2024
$56.89
Higher than 60% of the 1,697 plans $250M to 1B that report it.
= $46,765 / 822
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250927193046NAL0009459489003, received 2025-09-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250927193046NAL0009459489003, received 2025-09-27
Percentiles compare this plan with the Schedule H plans $250M to 1B 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 2025-09-27.
Administrative expenses excluding investment management, per participant
$56.89
Higher than 39% of the 2,324 plans $250M to 1B that report it.
= $46,765 / 822
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250927193046NAL0009459489003, received 2025-09-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250927193046NAL0009459489003, received 2025-09-27
Administrative expenses per participant
$204.90
Higher than 90% of the 2,405 plans $250M to 1B that report it.
= $168,427 / 822
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250927193046NAL0009459489003, received 2025-09-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250927193046NAL0009459489003, received 2025-09-27
Administrative expenses as a share of assets
0.044%
Higher than 28% of the 2,407 plans $250M to 1B that report it.
= $168,427 / $383,529,371
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250927193046NAL0009459489003, received 2025-09-27
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250927193046NAL0009459489003, received 2025-09-27
Employer contributions per participant
$8,741
Higher than 92% of the 2,457 plans $250M to 1B that report it.
= $7,185,362 / 822
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250927193046NAL0009459489003, received 2025-09-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250927193046NAL0009459489003, received 2025-09-27
Employer share of total contributions
46.8%
Higher than 88% of the 2,459 plans $250M to 1B that report it.
= $7,185,362 / $15,363,151
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250927193046NAL0009459489003, received 2025-09-27
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250927193046NAL0009459489003, received 2025-09-27
97.4% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $74,668 ($295.74 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 3B · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250927193046NAL0009459489003, received 2025-09-27
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BAKER BOTTS L.L.P. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Plan name | BAKER BOTTS L.L.P. 401K AND SAVINGS PLAN - PLAN A | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Sponsor EIN / plan number | 74-1195457 / 004 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Sponsor location | HOUSTON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Industry (business code) | 541110, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Filing received | 2025-09-27 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Participants, beginning of year | 846 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Active participants | 445 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Participants, end of year | 822 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Participants with an account balance | 822 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Total assets, beginning of year | $349,715,089 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Total assets, end of year | $383,529,371 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Net assets, end of year | $383,529,371 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Total income | $68,942,116 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Net income | $33,516,968 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Employer contributions | $7,185,362 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Participant contributions | $7,135,193 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Other contributions (incl. rollovers) | $1,042,596 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Total contributions | $15,363,151 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Benefit payments | $35,256,721 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Total expenses (incl. benefit payments) | $35,425,148 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Total administrative expenses | $168,427 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Recordkeeping fees | $46,765 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Investment advisory and management fees | $121,662 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Administrative expenses excluding investment management | $46,765 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Held in master trusts | $373,559,907 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250927193046NAL0009459489003, received 2025-09-27 |
| Independent auditor | WEAVER AND TIDWELL, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250927193046NAL0009459489003, received 2025-09-27 |
Position = column in the DOL layout for form year 2024. Filing 20250927193046NAL0009459489003, received 2025-09-27.
No Schedule C is attached to this plan's filing; providers are reported on the master trust's filing (below).
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 20250927193046NAL0009459489003, received 2025-09-27.
BAKER BOTTS LLP DC PLN MASTER TRUST (EIN 741195457, PN 100): plan interest $373,559,907, 49.4% of the trust. The trust's own filing (20250927193046NAL0009459489005, received 2025-09-27) reports net assets $755,441,308, administrative expenses $150,999, recordkeeping fees not reported, investment management fees $149,614 and 4 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 27 50 72 | $95,000 | $46,977 |
| FMP WEALTH ADVISORS | 27 50 | $23,181 | $11,463 |
| SALEM PARTNERS WEALTH MANAGEMENT | 27 50 | $20,122 | $9,950 |
| PRINCIPIA WEALTH ADVISORY, LLC | 27 50 | $7,551 | $3,734 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $349,715,089 | $383,529,371 | 9.7% |
| Participants with a balance | 846 | 822 | -2.8% |
| Administrative expenses | $111,944 | $168,427 | 50.5% |
| Recordkeeping fees per participant | $11.97 | $56.89 | 375.3% |
| Employer contributions | $6,953,045 | $7,185,362 | 3.3% |
Prior filing 20241001083808NAL0011204704003, received 2024-10-01; the plan years are contiguous.