Basis Educational Group Retirement Plan
Sponsored by Basis Educational Ventures, Llc · EIN 810909912 · Plan #001
- Total assets
- $118M
- Net assets
- $118M
- Active participants
- 2,492
- With balances
- 3,632
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Advisers Inc. | Recordkeeping, Consulting (general), Participant loan processing | $220,070 |
| Mercer Global Advisors | Consulting (general) | $85,556 |
| Vanguard Group, Inc. | Investment advisory (participants) | $26,900 |