How big is Basis Policy Research, LLC's plan?

Basis Policy Research, LLC's plan reported $2.2M in assets and 9 participants for 2024.

Original filing (PDF)20251013122216NAL0000596499001

Basis Policy Research, LLC

Name: Basis Policy Research, LLC — Basis Policy Research, Form 5500 (2024)
Creator: Basis Policy Research, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Basis Policy Research Retirement Trust

401(k) retirement plan · Basis Policy Research, LLC's Basis Policy Research Retirement Trust held $2.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Basis Policy Research, LLC's EIN is 27-0475968.

EIN 27-0475968

Plan number 001

Plan year 2024

ACK ID 20251013122216NAL0000596499001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Basis Policy Research, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Basis Policy Research, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BASIS POLICY RESEARCH, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

BASIS POLICY RESEARCH, LLC

EIN

all filings

Address

104R NC HWY 54 WEST #304 · CARRBORO, NC · 27510

Phone

(866) 542-7908

Industry

Professional & Technical Services

Plan administrator