Braves Holdings, LLC 401(k) Review & Grade
Atlanta Braves 401(k) Plan
Atlanta, GAArts, Entertainment & Recreation1,176 active participantsPlan year 2024✓ Auto-enroll
Estimate from the plan's Form 5500 filing · How we grade
$3,350Employer $ per active participant
$3,976Employee $ saved per active participant
0.14%Direct admin cost, % of plan assets
$81.4MNet plan assets, end of year
$57,939Average balance per account
Score breakdown
- Employer generosity46.2 / 5092th percentile for employer $ per participant
- Low cost16.4 / 2566th percentile for low admin cost vs. same-size plans
- Employee saving12.1 / 1580th percentile for employee $ per participant
- Plan features10 / 10Auto-enrollment, Default investment
- Red-flag deductions-3 pts1 issue reported on the filing
Total score82 / 100 · Grade A
This plan vs. peers
Peers: Arts, Entertainment & Recreation plans with 500–2,499 active participants (225 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 92th |
| Lower admin cost | 66th |
| Employee saving | 80th |
| Peers that auto-enroll | 38% |
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Red flags from the filing
Corrective distributions: the plan refunded $45,281 in contributions, which usually means it failed annual nondiscrimination testing.
What to do if you're in this plan
- Braves Holdings put in about $3,350 per active participant, more than the typical peer ($995). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- The plan auto-enrolls employees. Check your default contribution rate. Defaults are often lower than what it takes to get the full match.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $3,940,787 |
| Participant (employee) contributions | $4,678,225 |
| Other contributions (incl. rollovers in) | $335,378 |
| Administrative expenses paid from the plan | $102,344 |
| Investment advisory & management fees | $28,228 |
| Other admin expenses | $31,250 |
| Benefits paid out | $3,721,349 |
| Net assets, start / end of year | $66.9M / $81.4M |
| Active participants, start / end of year | 1,141 / 1,212 |
| Participants with account balances | 1,405 |
| Auto-enrollment (feature code 2S) | Yes |
| Auditor | Grant Thornton LLP |
Largest service providers (Schedule C)
| Fidelity Investments Institutional | $40,566 reported compensation |
| Cook Street Consulting | $31,250 reported compensation |
| Strategic Advisors, Inc. | $28,228 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251013110739NAL0002536034001, received 2025-10-13, EIN 46-5112866, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.