How big is The Bascom's plan?

The Bascom's plan reported $86K in assets and 12 participants for 2024.

Original filing (PDF)20250725094928NAL0008523456001

The Bascom

Name: The Bascom — The Bascom 403(b) Plan, Form 5500 (2024)
Creator: The Bascom
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Bascom 403(b) Plan

403(b) retirement plan · The Bascom's The Bascom 403(b) Plan held $86K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$86K

Net assets (EOY)

$86K

People on this filing

Holly Alligood signed The Bascom's 2024 Form 5500 as plan administrator.

Holly Alligood — Plan Administrator — Form 5500 signer
William Love — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Bascom's EIN is 56-2093546.

EIN 56-2093546

Plan number 001

Plan year 2024

ACK ID 20250725094928NAL0008523456001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Bascom from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Bascom's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

THE BASCOM

EIN

all filings

Address

323 FRANKLIN ROAD · PO BOX 766 · HIGHLANDS, NC · 28741

Phone

(828) 787-2885

Industry

Arts, Entertainment, Recreation

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

2025-07-25

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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