Plan Snapshot
- Plan Sponsor: The Baupost Group, L.L.C.
- Sponsor EIN: 043402144
- Sponsor Address: 10 ST. JAMES AVE., STE 1700, BOSTON, MA, 02116
- Plan Type: 401(k)
- Total Participants: 240
- Total Assets: $156.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 240 | $156.2M | $3.0M | $5.1M |
| 2023 | 266 | $132.8M | $2.9M | $5.0M |
| 2022 | 261 | $108.9M | $2.7M | $4.4M |
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 |
|---|---|---|---|---|
| LEE & CROWLEY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE & CROWLEY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,200 | — | — | — | — |
| 2023 | $375 | — | — | — | — |
| 2022 | $825 | — | — | — | — |