Plan Snapshot
- Plan Sponsor: Baker Botts L.L.P.
- Sponsor EIN: 741195457
- Sponsor Address: 910 LOUISIANA STREET, HOUSTON, TX, 770024916
- Plan Type: 401(k)
- Plan Number: 100
- Total Participants: 0
- Total Assets: $755.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $755.4M | $0 | $0 |
| 2023 | 0 | $684.6M | $0 | $0 |
| 2022 | 0 | $579.8M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | Other Service Provider | $95,000 | — | $95,000 |
| FMP WEALTH ADVISORS | Other Service Provider | $23,181 | — | $23,181 |
| SALEM PARTNERS WEALTH MANAGEMENT | Other Service Provider | $20,122 | — | $20,122 |
| PRINCIPIA WEALTH ADVISORY, LLC | Other Service Provider | $7,551 | — | $7,551 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,854
- Estimated Expense Ratio: 0.019% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $150,999 | $149,614 | — | — | — |
| 2023 | $95,257 | — | $95,257 | — | — |
| 2022 | $95,214 | — | $95,214 | — | — |