Back to filter
Original filing (PDF)20250604155154NAL0007946339001
ABRAMS CAPITAL MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
ABRAMS CAPITAL 401(K) PLAN
401(k) retirement plan
Active participants
50
Accounts w/ balance
59
Plan assets (EOY)
$40.8M
Net assets (EOY)
$40.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABRAMS CAPITAL MANAGEMENT, LLC.
Plan sponsor
Name
ABRAMS CAPITAL MANAGEMENT, LLC
EIN
04-3565803
Address
222 BERKELEY STREET, 21ST FLOOR · BOSTON, MA · 02116
Phone
(617) 646-6100
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
FIDUCIARY WISE, LLC
SDM RETIREMENT PLAN
$40.8M · 872 participants
ALPHADYNE ASSET MANAGEMENT LP
ALPHADYNE ASSET MANAGEMENT LP INCENTIVE SAVINGS TRUST
$40.7M · 105 participants
GREEN STREET ADVISORS, LLC, A DELAWARE LIMITED LIABILITY COMPANY
GREEN STREET ADVISORS RETIREMENT SAVINGS PLAN
$40.7M · 253 participants
SENTINEL CAPITAL MANAGEMENT HOLDINGS LP
SENTINEL CAPITAL PARTNERS, L.L.C. RETIREMENT PLAN AND TRUST
$41.0M · 61 participants
JMI MANAGEMENT, L.P.
JMI MANAGEMENT, L.P. 401(K) PROFIT SHARING PLAN
$40.6M · 74 participants
SENECA HOLDINGS, LLC
SENECA HOLDINGS, LLC 401(K) RETIREMENT SAVINGS PLAN
$41.0M · 1,024 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B