What public Form 5500 filings show about the Basis Policy Research, LLC 401(k) plan — and how to find and check your own account.
Basis Policy Research, LLC (EIN 27-0475968) reports BASIS POLICY RESEARCH RETIREMENT TRUST on its most recent Form 5500, with $2.2M in plan assets across 9 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 Basis Policy Research, LLC filing — schedules, fees, and providers.
Basis Policy Research, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Basis Policy Research, LLCHR for the recordkeeper’s name and login.
