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Original filing (PDF)20250927193046NAL0009459489004
BAKER BOTTS L.L.P.
Form 5500
FILING_RECEIVED
BAKER BOTTS L.L.P. 401K AND SAVINGS PLAN - PLAN B
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
468
Accounts w/ balance
853
Plan assets (EOY)
$392.1M
Net assets (EOY)
$392.1M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAKER BOTTS L.L.P..
Plan sponsor
Name
BAKER BOTTS L.L.P.
EIN
74-1195457
Address
910 LOUISIANA STREET · HOUSTON, TX · 770024916
Phone
(713) 229-1234
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE OF THE 401K AND SAVINGS PLAN
EIN
76-0123143
City
HOUSTON, TX
Phone
(713) 229-1234
Plan characteristics
Plan number
077
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-27
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
33 direct securities · 1 pooled fund· $763.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Master Trust
$381.9M
1 holding
Uncategorized
$357.8M
32 holdings
OTHER
$24.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BAKER BOTTS LLP DC PLN MASTER TRUST BAKER BOTTS LLP · EIN 74-1195457 / PN 100 | Master Trust | — | — | $381.9M | 97.4% | |
| Vanguard Institutional Index Mutual Fund | — | — | $50.9M | $91.2M | 23.3% | |
| Prudential Jennison Growth Mutual Fund | — | — | $19.9M | $28.5M | 7.3% | |
| * Self Directed Brokerage Account Self Directed Brokerage Account | OTHER | — | $24.1M | $24.1M | 6.1% | |
| Vanguard Developed Markets Ind Mutual Fund | — | — | $20.5M | $22.4M | 5.7% | |
| Vanguard Total Bond Market Ind Mutual Fund | — | — | $23.5M | $21.6M | 5.5% | |
| Vanguard Growth Index Institut Mutual Fund | — | — | $9.4M | $18.9M | 4.8% | |
| Vanguard Value Index I Mutual Fund | — | — | $10.4M | $14.9M | 3.8% | |
| Vanguard Small Cap Index I Mutual Fund | — | — | $8.9M | $13.6M | 3.5% | |
| MONEY MARKET FUNDS Invesco Premier US Govt Money Market Fund | — | — | $12.0M | $12.0M | 3.1% | |
| Columbia Small Cap Growth Inst Mutual Fund | — | — | $8.5M | $10.2M | 2.6% | |
| Vanguard Target 2045 Mutual Fund | — | — | $7.5M | $9.8M | 2.5% | |
| MFS International Intrinsic Va Mutual Fund | — | — | $10.1M | $9.4M | 2.4% | |
| Victory Core Plus Intermediate Bond Mutual Fund | — | — | $9.4M | $9.3M | 2.4% | |
| Vanguard Target 2030 Mutual Fund | — | — | $7.5M | $9.1M | 2.3% | |
| Vanguard Target 2050 Mutual Fund | — | — | $6.6M | $8.6M | 2.2% | |
| JP Morgan Value Advantage Mutual Fund | — | — | $7.8M | $8.4M | 2.1% | |
| Vanguard Target 2040 Mutual Fund | — | — | $6.4M | $8.2M | 2.1% | |
| Vanguard Target 2035 Mutual Fund | — | — | $6.2M | $7.6M | 1.9% | |
| Janus Balanced I Mutual Fund | — | — | $5.5M | $7.0M | 1.8% | |
| GQG Partners Emerging Markets Equity Mutual Fund | — | — | $7.3M | $6.7M | 1.7% | |
| Vanguard Target 2025 Mutual Fund | — | — | $6.1M | $6.6M | 1.7% | |
| Vanguard Mid Cap Index Institu Mutual Fund | — | — | $5.0M | $6.0M | 1.5% | |
| Baron Small Cap Instl Mutual Fund | — | — | $5.7M | $6.0M | 1.5% | |
| Vanguard Target 2055 Mutual Fund | — | — | $4.2M | $5.3M | 1.3% | |
| Vanguard Target 2060 Mutual Fund | — | — | $2.7M | $3.3M | 0.8% | |
| STABLE VALUE FUNDS Morley Stable Value Stable Value Fund | — | — | $3.0M | $3.3M | 0.8% | |
| REGISTERED INVESTMENT FUNDS Vanguard Target Retire Income Mutual Fund | — | — | $2.7M | $2.6M | 0.7% | |
| Vanguard Target 2020 Mutual Fund | — | — | $2.1M | $2.1M | 0.5% | |
| Vanguard REIT Index Fund Mutual Fund | — | — | $1.6M | $1.6M | 0.4% | |
| BlackRock Floating Rate Income Mutual Fund | — | — | $1.2M | $1.2M | 0.3% | |
| American Century Small Cap Val Mutual Fund | — | — | $1.1M | $1.1M | 0.3% | |
| PIMCO International Bond Fund Mutual Fund | — | — | $1.3M | $1.0M | 0.3% | |
| Vanguard Target 2065 Mutual Fund | — | — | $310K | $356K | <0.1% |
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