BASIC AMERICAN, INC. 401(k) Plan
What public Form 5500 filings show about the BASIC AMERICAN, INC. 401(k) plan — and how to find and check your own account.
The BASIC AMERICAN, INC. 401(k) on its latest Form 5500
BASIC AMERICAN, INC. (EIN 94-1318402) reports BASIC RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $158.7M in plan assets across 871 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full BASIC AMERICAN, INC. filing — schedules, fees, and providers.
Who runs the BASIC AMERICAN, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BASIC AMERICAN, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BASIC AMERICAN, CBIZ, MORGAN STANLEY GLOBAL, FIRST STATE TRUST, MORGAN STANLEY SMITH BARNEY HOLDING, CHARLES SCHWAB & CO.
How to check your BASIC AMERICAN, INC. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask BASIC AMERICAN, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).