Bass Retirement Plan
Sponsored by Bepco, L.P. · EIN 751076930 · Plan #002
- Total assets
- $303M
- Net assets
- $303M
- Active participants
- 327
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Luther King Capital Management Corporation CRD 110093 | fuzzy_auto · 96% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northern Trust Company | Trustee (institutional), Direct payment from the plan | $566,053 |
| Willis Towers Watson Us Llc | Actuarial, Direct payment from the plan | $397,069 |
| Luther King Capital Mgmt. Corp. | Investment management, Investment management fees (direct) | $201,082 |
| Marketing Communications Res., Inc. | Other services, Direct payment from the plan | $78,570 |
| Whitley Penn | Accounting, Direct payment from the plan | $36,565 |
| Nisa Investment Advisors Llc | Investment management, Investment management fees (direct) | $31,085 |
| Blackrock | Investment management, Investment management fees (direct) | $29,939 |
| Locke Lord Bissel & Liddell Llp | Legal, Direct payment from the plan | $10,273 |