Bass Medical Group 401(k) Plan I
Sponsored by Bass Medical Group, Inc. · EIN 562605608 · Plan #001
- Total assets
- $160M
- Net assets
- $160M
- Active participants
- 999
- With balances
- 1,273
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 |
|---|---|---|
| Wealthplan Partners, Llc CRD 305026 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Co | Recordkeeping, Shareholder servicing fees, Sub-transfer agency fees | $139,498 |
| Wealth Plan Partner Inc. | Consulting (general), Consulting (pension), Investment advisory (participants) | $107,869 |