Amanda NEEL signed Basic American, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Basic American, Inc.'s EIN is 94-1318402.
Download the official 2024 Form 5500 (PDF) for Basic American, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Basic American, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $385K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BASIC AMERICAN INC | 94-1318402 | — | NONE | $77K | — |
| MORGAN STANLEY GLOBAL |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard TTL Bond Market Index Admiral Mutual Fund 2,734,870 Shares ^ | Mutual Funds | — | — | $25.9M | 16.3% | |
| Schwab S&P 500 Index Fund Mutual Fund 285,059 Shares ^ | Common Collective Trusts | — | — | $25.7M | 16.2% | |
| Fidelity International Index Fund Mutual Fund 358,264 Shares ^ | Common Collective Trusts | — | — | $17.0M | 10.7% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund 398,265 Shares ^ | Common Collective Trusts | — | — | $15.6M | 9.8% | |
| Personal Choice Retirement Accounts Self-Directed Brokerage Accounts ^ | Self-Directed Brokerage | — | — | $13.5M | 8.5% | |
| Vanguard Short-Term Bond Index Admiral Mutual Fund 499,422 Shares ^ | Mutual Funds | — | — | $12.1M | 7.6% | |
| Fidelity Large Cap Value Index Fund Mutual Fund 468,073 Shares ^ | Common Collective Trusts | — | — | $8.5M | 5.3% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund 158,083 Shares ^ | Mutual Funds | — | — | $7.5M | 4.7% | |
| Vanguard Short-Term Inflation-Protected Index Fund Mutual Fund 732,991 Shares ^ | Common Collective Trusts | — | — | $7.4M | 4.7% | |
| Fidelity Emerging Markets Index Fund Mutual Fund 702,130 Shares ^ | Common Collective Trusts | — | — | $7.3M | 4.6% | |
| Vanguard Small Cap Growth Index Mutual Fund 71,998 Shares ^ | Mutual Funds | — | — | $5.7M | 3.6% | |
| Vanguard REIT INDEX Admiral Mutual Fund 29,840 Shares ^ | Mutual Funds | — | — | $3.8M | 2.4% | |
| TROWE PRICE STB VAL COMMON TR FD T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.2M | 2.0% | |
| January 2025 to October 2036 - | Other securities | — | — | $2.0M | 1.2% | |
| Schwab Small Cap Index Fund Mutual Fund 33,547 Shares ^ | Common Collective Trusts | — | — | $1.2M | 0.8% | |
| Schwab Bank Savings Interest-Bearing Cash ^ | Mutual Funds | — | — | $102K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-4310632 |
| — |
| NONE |
| $30K |
| — |
| CBIZ INC | 22-2769024 | — | NONE | $20K | — |
| CHARLES SCHWAB & CO INC | 94-1737782 | — | NONE | $298 | — |
