Bob Brown signed Basis Global Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Basis Global Technologies, Inc.'s EIN is 36-4476242.
Download the official 2024 Form 5500 (PDF) for Basis Global Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Basis Global Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $124K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $56K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| GG BR LIFEPATH 2050 GREAT GRAY TRUST COMPANY · EIN 26-3763061 / PN 149 | Common Collective Trust | — | $14.3M | $14.4M | 14.6% | |
| GG BR LIFEPATH 2055 GREAT GRAY TRUST COMPANY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | $13.7M | $13.8M | 14.0% | |
| GG BR LIFEPATH 2045 GREAT GRAY TRUST COMPANY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | $11.9M | $11.9M | 12.1% | |
| VANG 500 INDEX ADM | Common Collective Trusts | — | $7.2M | $10.6M | 10.7% | |
| GG BR LIFEPATH 2060 GREAT GRAY TRUST COMPANY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | $9.7M | $9.8M | 9.9% | |
| GG BR LIFEPATH 2040 GREAT GRAY TRUST COMPANY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | $4.7M | $4.7M | 4.8% | |
| VANG INFO TEC IDX AD | Common Collective Trusts | — | $1.5M | $3.0M | 3.1% | |
| GG BR LIFEPATH 2030 GREAT GRAY TRUST COMPANY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | $2.6M | $2.6M | 2.7% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | $2.7M | $2.6M | 2.6% | |
| GG BR LIFEPATH 2035 GREAT GRAY TRUST COMPANY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | $2.3M | $2.3M | 2.3% | |
| GG BR LIFEPATH RET GREAT GRAY TRUST COMPANY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | $2.1M | $2.1M | 2.1% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | $1.5M | $1.5M | 1.6% | |
| FID INTL INDEX | Mutual Funds | — | $1.4M | $1.4M | 1.4% | |
| FID US BOND IDX | Common Collective Trusts | — | $1.2M | $1.1M | 1.1% | |
| VANG SM CAP IDX ADM | Common Collective Trusts | — | $729K | $981K | 1.0% | |
| AF NEW WORLD R6 | Other securities | — | $898K | $939K | 1.0% | |
| VANG MDCPGR IDX ADM | Common Collective Trusts | — | $712K | $938K | 1.0% | |
| VANG MIDCAP IDX ADM | Common Collective Trusts | — | $695K | $892K | 0.9% | |
| AF NEW PERSPECT R6 | Other securities | — | $758K | $878K | 0.9% | |
| FIDELITY FUND | Mutual Funds | — | $647K | $817K | 0.8% | |
| VANG INTL GROWTH ADM | Other securities | — | $801K | $723K | 0.7% | |
| VANG MDCPVAL IDX ADM | Common Collective Trusts | — | $475K | $650K | 0.7% | |
| DFA INTL SUS CORE 1 | Mutual Funds | — | $610K | $635K | 0.6% | |
| FKLN UTILITIES R6 | Other securities | — | $525K | $581K | 0.6% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $580K | 0.6% | |
| VANG EXPLORER ADM | Other securities | — | $503K | $535K | 0.5% | |
| PIMCO INCOME INST | Mutual Funds | — | $456K | $434K | 0.4% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | $424K | $424K | 0.4% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | $421K | $415K | 0.4% | |
| COMMON STOCK | Common Stocks | — | $342K | $405K | 0.4% | |
| DFA REAL EST SEC I | Mutual Funds | — | $317K | $326K | 0.3% | |
| CASH | Cash / Money Market | — | $292K | $292K | 0.3% | |
| VANG HI YLD CORP ADM | Common Stocks | — | $245K | $240K | 0.2% | |
| LOOMIS CORE PL BD N | Other securities | — | $195K | $183K | 0.2% | |
| PIM REAL RETURN INST | Other securities | — | $162K | $164K | 0.2% | |
| BR STRAT GLB BD K | Other securities | — | $49K | $49K | <0.1% | |
| EXTERNAL FUND | Other securities | — | $36K | $40K | <0.1% | |
| GG BR LIFEPATH 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126295 / PN 598 | Common Collective Trust | — | $5K | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $25K |
| — |
