AUMdb

Basa Resources, Inc. 401(k) Plan

Sponsored by Basa Resources, Inc. · EIN 752280552 · Plan #001

Total assets
$26.2M
Net assets
$26.2M
Active participants
199
With balances
214

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $34,490
Raymond James & Associates Inc Investment advisory (plan) $30,000