Basil Family Dealerships 401 K Plan
Sponsored by Basil Management Group Llc · EIN 872453765 · Plan #001
- Total assets
- $51.3M
- Net assets
- $51.3M
- Active participants
- 532
- With balances
- 482
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 |
|---|---|---|
| Lawley Retirement Advisors, Llc CRD 282786 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance | Recordkeeping fees | $87,739 |
| Lawley Retirement Advisors Llc | Investment advisory (plan) | $34,740 |
| Actuarial Consulting Service Inc | Contract administrator | $2,620 |
| Pps Pension & Financial Services | Contract administrator | $2,385 |