Linda Oberzan signed Basys Processing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Basys Processing, Inc.'s EIN is 01-0633775.
Download the official 2024 Form 5500 (PDF) for Basys Processing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Basys Processing, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2045 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.8M | 16.5% | |
| NUVEEN LIFECYCLE INDEX 2055 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.5M | 13.7% | |
| NUVEEN LIFECYCLE INDEX 2050 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.2M | 11.3% | |
| NUVEEN LIFECYCLE INDEX 2040 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $935K | 8.8% | |
| NUVEEN LIFECYCLE INDEX 2035 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $714K | 6.7% | |
| NUVEEN LIFECYCLE INDEX 2060 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $676K | 6.3% | |
| BLACKROCK RUSSELL 1000 GROWTH INDEX GREAT GRAY · EIN 81-1025041 / PN 012 | Common Collective Trust | — | — | $631K | 5.9% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $458K | 4.3% | |
| NUVEEN LIFECYCLE INDEX 2025 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $436K | 4.1% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $411K | 3.9% | |
| PIMCO Income Instl | Mutual Funds | — | — | $254K | 2.4% | |
| BLACKROCK RUSSELL 1000 VALUE INDEX GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $239K | 2.2% | |
| NUVEEN LIFECYCLE INDEX 2065 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $172K | 1.6% | |
| T. Rowe Price Diversified Mid Cap Growth I | Other securities | — | — | $172K | 1.6% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $170K | 1.6% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $133K | 1.3% | |
| NUVEEN LIFECYCLE INDEX 2010 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $132K | 1.2% | |
| NUVEEN LIFECYCLE INDEX 2030 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $106K | 1.0% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $101K | 0.9% | |
| AMERICAN CENTURY MID CAP VAL (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $84K | 0.8% | |
| Fixed Annuity EI Fixed Account - Series Class I | Other securities | — | — | $81K | 0.8% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $61K | 0.6% | |
| and various maturity dates 2030 | Other securities | — | — | $57K | 0.5% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $54K | 0.5% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $45K | 0.4% | |
| BLACKROCK RUSSELL 2000 GROWTH INDEX GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $24K | 0.2% | |
| American Funds Europacific GR R6 | Mutual Funds | — | — | $22K | 0.2% | |
| BNYU Mellon Global Fixed Income Y | Other securities | — | — | $20K | 0.2% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $20K | 0.2% | |
| JPMorgan Emerging Markets Equity R6 | Other securities | — | — | $11K | 0.1% | |
| Principal Real Estate Securities FD R-6 | Other securities | — | — | $10K | <0.1% | |
| BLACKROCK RUSSELL 2000 VALUE IND R GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $10K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS, LLC | — | ST LOUIS, MO | CONTRACT ADMIN | $2K | — |
