Pension Plan Basic American Foods
Sponsored by Basic American, Inc. · EIN 941318402 · Plan #003
- Total assets
- $12.5M
- Net assets
- $12.4M
- Active participants
- 107
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $135,498 |
| Morgan Stanley Smith Barney Holding | Investment management, Direct payment from the plan | $70,000 |
| Basic American Inc | Investment management, Direct payment from the plan | $42,243 |
| Cbiz | Accounting, Direct payment from the plan | $23,326 |
| First State Trust Company | Investment management, Direct payment from the plan | $6,983 |