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Original filing (PDF)20250917124830NAL0000256339002
BASNEY IMPORTS, INC.
Form 5500
FILING_RECEIVED
BASNEY DEALER GROUP 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
89
Accounts w/ balance
113
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
How this plan invests
This plan
34 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BASNEY IMPORTS, INC..
Plan sponsor
Name
BASNEY IMPORTS, INC.
EIN
35-1283526
Address
52203 STATE ROAD 933 N · SOUTH BEND, IN · 46637
Phone
(574) 272-8504
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
HUTH THOMPSON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $8K | — |
Investments
36 direct securities · 34 pooled funds· $27.4M(100% of reported assets)
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.
Uncategorized
$14.2M
36 holdings
Pooled Separate Account
$13.2M
34 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Life Insurance Com pany | — | — | — | $2.7M | 19.3% | |
| MORGAN STANLEY GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 166 | Pooled Separate Account | — | — | $2.7M | 19.3% | |
| Transamerica Life Insurance Com pany | — | — | — | $1.8M | 12.6% | |
| FIDELITY VIP II CONTRAFUND INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 192 | Pooled Separate Account | — | — | $1.8M | 12.6% | |
| Transamerica Life Insurance Com pany | — | — | — | $1.6M | 11.3% | |
| JANUS FORTY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 199 | Pooled Separate Account | — | — | $1.6M | 11.3% | |
| Transamerica Life Insurance Com pany | — | — | — | $886K | 6.2% | |
| Transamerica Life Insurance Com pany | — | — | — | $871K | 6.1% | |
| JANUS HENDERSON BALANCED INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 394 | Pooled Separate Account | — | — | $871K | 6.1% | |
| Transamerica Life Insurance Com pany | — | — | — | $647K | 4.6% | |
| GOLDMAN SACHS MID-CAP OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 147 | Pooled Separate Account | — | — | $647K | 4.6% | |
| Transamerica Life Insurance Com pany | — | — | — | $470K | 3.3% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $470K | 3.3% | |
| Transamerica Life Insurance Com pany | — | — | — | $463K | 3.3% | |
| AMERICAN FDS NEW PRSPCTV RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $463K | 3.3% | |
| Transamerica Life Insurance Com pany | — | — | — | $433K | 3.1% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $433K | 3.1% | |
| Transamerica Life Insurance Com pany | — | — | — | $424K | 3.0% | |
| STATE STREET S&P 500 INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 102 | Pooled Separate Account | — | — | $424K | 3.0% | |
| Transamerica Life Insurance Com pany | — | — | — | $406K | 2.9% | |
| WMC CORE EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 168 | Pooled Separate Account | — | — | $406K | 2.9% | |
| Transamerica Life Insurance Com pany | — | — | — | $386K | 2.7% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $386K | 2.7% | |
| Transamerica Life Insurance Com pany | — | — | — | $350K | 2.5% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $350K | 2.5% | |
| Transamerica Life Insurance Com pany | — | — | — | $305K | 2.1% | |
| FRANKLIN SMALL-MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 197 | Pooled Separate Account | — | — | $305K | 2.1% | |
| Transamerica Life Insurance Com pany | — | — | — | $267K | 1.9% | |
| AMERICAN CENTURY MD CP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 280 | Pooled Separate Account | — | — | $267K | 1.9% | |
| Transamerica Life Insurance Com pany | — | — | — | $235K | 1.7% | |
| INVESCO INTL GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 195 | Pooled Separate Account | — | — | $235K | 1.7% | |
| Transamerica Life Insurance Com pany | — | — | — | $220K | 1.5% | |
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | — | — | $220K | 1.5% | |
| Transamerica Life Insurance Com pany | — | — | — | $219K | 1.5% | |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $219K | 1.5% | |
| Transamerica Life Insurance Com pany | — | — | — | $215K | 1.5% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $215K | 1.5% | |
| Transamerica Life Insurance Com pany | — | — | — | $203K | 1.4% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $203K | 1.4% | |
| Transamerica Life Insurance Com pany | — | — | — | $161K | 1.1% | |
| AEGON BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 100 | Pooled Separate Account | — | — | $161K | 1.1% | |
| Transamerica Life Insurance Com pany | — | — | — | $146K | 1.0% | |
| BLACKROCK CAPITAL APPR INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 123 | Pooled Separate Account | — | — | $146K | 1.0% | |
| Transamerica Life Insurance Com pany | — | — | — | $126K | 0.9% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $126K | 0.9% | |
| Transamerica Life Insurance Com pany | — | — | — | $84K | 0.6% | |
| TRANSAMERICA HI YIELD BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 103 | Pooled Separate Account | — | — | $84K | 0.6% | |
| Transamerica Life Insurance Com pany | — | — | — | $84K | 0.6% | |
| INVESCO DVSF DIVIDEND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 579 | Pooled Separate Account | — | — | $84K | 0.6% | |
| Transamerica Life Insurance Com pany | — | — | — | $81K | 0.6% | |
| TRANSAMERICA SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 311 | Pooled Separate Account | — | — | $81K | 0.6% | |
| Transamerica Life Insurance Com pany | — | — | — | $77K | 0.5% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $77K | 0.5% | |
| Participant Loans | — | — | — | $76K | 0.5% | |
| Transamerica Life Insurance Com pany | — | — | — | $71K | 0.5% | |
| FRANKLIN MTL QUEST INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 186 | Pooled Separate Account | — | — | $71K | 0.5% | |
| Transamerica Life Insurance Com pany | — | — | — | $65K | 0.5% | |
| AMER FDS CPTL WRLD GR & INC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 755 | Pooled Separate Account | — | — | $65K | 0.5% | |
| Transamerica Life Insurance Com pany | — | — | — | $24K | 0.2% | |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $24K | 0.2% | |
| Transamerica Life Insurance Com pany | — | — | — | $24K | 0.2% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $24K | 0.2% | |
| Transamerica Life Insurance Com pany | — | — | — | $22K | 0.2% | |
| FIDELITY ADV EMERGING MKT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 288 | Pooled Separate Account | — | — | $22K | 0.2% | |
| Transamerica Life Insurance Com pany | — | — | — | $13K | <0.1% | |
| ALLSPRING GOVT SECURITIES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 507 | Pooled Separate Account | — | — | $13K | <0.1% | |
| Transamerica Life Insurance Com pany | — | — | — | $11K | <0.1% | |
| PGIM TOTAL RETURN BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 602 | Pooled Separate Account | — | — | $11K | <0.1% | |
| Transamerica Life Insurance Com pany | — | — | — | $6K | <0.1% | |
| PGIM JENNISON GLBL EQ INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 601 | Pooled Separate Account | — | — | $6K | <0.1% |