Retirement plan

LIBERTY MEDIA 401K SAVINGS PLAN

Name: LIBERTY MEDIA CORPORATION - LIBERTY MEDIA 401K SAVINGS PLAN (2025) Form 5500
Creator: LIBERTY MEDIA CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIBERTY MEDIA 401K SAVINGS PLAN, LIBERTY MEDIA CORPORATION

LIBERTY MEDIA CORPORATIONEIN 37-1699499Plan #001PY 2025

12300 LIBERTY BLVD - ENGLEWOOD, CO 801127009720-875-5400

Prospect flagsHigh feesHigh assets / participant

Top hat statement on fileNQDC

Filed August 12, 2013 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$116.4M

+7.6% from 2024

Total participants

426

+7.6% from 2024

Average account balance

$296,996

+2.6% from 2024

Annual return

14.75%

+0.51 pp from 2024

Benchmarks

See 121 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort121 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$116.42M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$297K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

392

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

84.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.75%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$517

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 7 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786	Loan Processing	$49,017
ALVAREZ & MARSAL TAXAND, LLC2 years Filed as: ALVAREZ & MARSAL TAX, LLC Service code 16 · EIN 20-1157630	Consulting	$46,125
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INST INVESTMENT ADVI Service code 27 · EIN 11-3658445	Advisory (Plan)	$40,000
BDO USA, LLP1 year Filed as: BDO USA P.C. Service code 10 · EIN 13-5381590	Accounting	$26,768
TAFT STETTINIUS & HOLLISTER LLP1 year Service code 29 · EIN 31-0541755	Legal	$24,342
SHERMAN & HOWARD4 years Service code 29 · EIN 84-0420314	Legal	$9,208
STRATEGIC ADVISORS, INC.7 years Service code 26 · EIN 04-2654524	Advisory (Participants)	$7,336

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$203K

$935 / participant

Recordkeeping$49K24.2%
Investment mgmt$47K23.3%
Legal$34K16.5%
Other / not subdivided$73K35.9%

% of EOY assets

0.174%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BDO USA, P.C.
Auditor EIN: 135381590
Audit fees: $26,768
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$296,996

$84,458+251.7%

$102,184+190.6%

$64,340+361.6%

Participation rate

84.3%

74.2%+10.1pp

82.6%+1.7pp

55.2%+29.1pp

Annual return

14.75%

45.73%-31.0pp

31.58%-16.8pp

24.14%-9.4pp

Employer contribution / active EE

$13,679

$2,412+467.2%

$3,594+280.6%

$1,862+634.8%

Participant deferral / active EE

$16,139

$6,208+160.0%

$8,309+94.2%

$2,980+441.5%

Admin fee / account holder

$517

$2,926-82.3%

$11,609-95.5%

$3,703-86.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL11+ years

Service code 37 · EIN 04-2647786

Loan Processing

$49,017

ALVAREZ & MARSAL TAXAND, LLC2 years

Filed as: ALVAREZ & MARSAL TAX, LLC

Service code 16 · EIN 20-1157630

Consulting

$46,125

MORGAN STANLEY SMITH BARNEY2 years

Filed as: MORGAN STANLEY INST INVESTMENT ADVI

Service code 27 · EIN 11-3658445

Advisory (Plan)

$40,000

BDO USA, LLP1 year

Filed as: BDO USA P.C.

Service code 10 · EIN 13-5381590

Accounting

$26,768

TAFT STETTINIUS & HOLLISTER LLP1 year

Service code 29 · EIN 31-0541755

Legal

$24,342

SHERMAN & HOWARD4 years

Service code 29 · EIN 84-0420314

Legal

$9,208

STRATEGIC ADVISORS, INC.7 years

Service code 26 · EIN 04-2654524

Advisory (Participants)

$7,336

LIBERTY MEDIA 401K SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIBERTY MEDIA 401K SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion