How big is Basham Management Group's plan?

Basham Management Group's plan reported $1.5M in assets and 30 participants for 2024.

Original filing (PDF)20250926075623NAL0009882976001

Basham Management Group

Name: Basham Management Group — Employee Benefit Plan of, Form 5500 (2024)
Creator: Basham Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Employee Benefit Plan of Basham Management Group, LLC

Defined-contribution retirement plan · Basham Management Group's Employee Benefit Plan of Basham Management Group, LLC held $1.5M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Mylinda Woodward signed Basham Management Group's 2024 Form 5500 as plan administrator.

Mylinda Woodward — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Basham Management Group's EIN is 87-3683965.

EIN 87-3683965

Plan number 001

Plan year 2024

ACK ID 20250926075623NAL0009882976001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Basham Management Group's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BASHAM MANAGEMENT GROUP.

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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