Bass, Berry & Sims Retirement & Savings Plan
Sponsored by Bass, Berry & Sims · EIN 620125540 · Plan #002
- Total assets
- $355M
- Net assets
- $355M
- Active participants
- 528
- With balances
- 719
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 |
|---|---|---|
| Delta Asset Management, Llc CRD 113688 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $57,156 |
| Delta Asset Management Llc | Investment advisory (participants), Direct payment from the plan | $9,817 |