Plan Snapshot
- Plan Sponsor: Braves Holdings, LLC
- Sponsor EIN: 465112866
- Sponsor Address: 755 BATTERY AVE, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,755
- Total Assets: $100.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,755 | $100.8M | $0 | $0 |
| 2024 | 1,212 | $81.4M | $3.9M | $4.7M |
| 2023 | 1,141 | $66.9M | $983,486 | $1.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $62,760 | — | $62,760 |
| COOK STREET CONSULTING | Other Service Provider | $37,500 | — | $37,500 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $34,675 | — | $34,675 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,935
- Estimated Expense Ratio: 0.134% 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 |
|---|---|---|---|---|---|
| 2025 | $4,843,471 | $34,675 | $300 | — | — |
| 2024 | $102,344 | $28,228 | — | $2,500 | — |
| 2023 | $5,875 | $2,257 | — | — | — |