Basic Retirement Savings Plan
Sponsored by Basic American, Inc. · EIN 941318402 · Plan #001
- Total assets
- $159M
- Net assets
- $159M
- Active participants
- 871
- With balances
- 1,617
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $385,148 |
| Basic American Inc | Investment management, Direct payment from the plan | $76,801 |
| Morgan Stanley Global | Investment management, Direct payment from the plan | $30,000 |
| Cbiz Inc | Accounting, Direct payment from the plan | $20,383 |
| Charles Schwab & Co Inc | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $298 |