Jamie Weaver signed Basin Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Basin Holdings LLC's EIN is 45-2496821.
Download the official 2024 Form 5500 (PDF) for Basin Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Basin Holdings LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | ADVISOR | $23K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $1.7M | 13.4% | |
| Fidelity FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $1.3M | 10.5% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $1.3M | 10.1% | |
| Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $1.1M | 8.3% | |
| Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $972K | 7.6% | |
| Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $950K | 7.5% | |
| Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $926K | 7.3% | |
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $865K | 6.8% | |
| Fidelity FID FDM IDX 2070 IPR 457 * Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | Common Collective Trusts | — | — | $383K | 3.0% | |
| MFS GROWTH R6 | Mutual Funds | — | — | $369K | 2.9% | |
| JPM EQUITY INCOME R6 | Other securities | — | — | $263K | 2.1% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $227K | 1.8% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $217K | 1.7% | |
| PIONEER BOND K | Other securities | — | — | $216K | 1.7% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $209K | 1.6% | |
| Fidelity FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $204K | 1.6% | |
| Carillon CRLN E MID CAP GR R6 | Other securities | — | — | $195K | 1.5% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $192K | 1.5% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $190K | 1.5% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $184K | 1.4% | |
| American Century AM CENT SM CAP GR R6 | Other securities | — | — | $164K | 1.3% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $141K | 1.1% | |
| MGL EM MKTS EQ I | Other securities | — | — | $124K | 1.0% | |
| Fidelity FID OVERSEAS | Mutual Funds | — | — | $123K | 1.0% | |
| Fidelity FID GOVT MMKT | Mutual Funds | — | — | $85K | 0.7% | |
| DFA US TARGET VAL I | Mutual Funds | — | — | $77K | 0.6% | |
| Fidelity FID REAL ESTATE INVS | Mutual Funds | — | — | $62K | 0.5% | |
| Fidelity FID FDM IDX 2010 IPR | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity FID FDM IDX INC IPR | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $3K |
| — |
