Basic Systems Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Basic Systems Inc · EIN 311055449 · Plan #001
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 67
- With balances
- 104
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 |
|---|---|---|
| Confluence Wealth Services, Inc. CRD 311980 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Confluence Wealth Services, Inc. | Investment advisory (participants) | $37,851 |
| Paychex, Inc. | Recordkeeping | $20,324 |