Peter Basso Associates, Inc. 401(k) And Profit Sharing Plan
Sponsored by Peter Basso Associates, Inc. · EIN 382924399 · Plan #001
- Total assets
- $34.8M
- Net assets
- $34.8M
- Active participants
- 127
- With balances
- 151
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Benefit Services, Inc. | Consulting (general) | $25,000 |
| Wipfli Llp | Accounting | $11,950 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$35,609 |