How big is Basic American, Inc.'s plan?

Basic American, Inc.'s plan reported $12.5M in assets and 107 participants for 2024.

Original filing (PDF)20251006093910NAL0006140192003

Basic American, Inc.

Name: Basic American, Inc. — Pension Plan Basic American, Form 5500 (2024)
Creator: Basic American, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Pension Plan Basic American Foods

Defined-benefit pension plan · Basic American, Inc.'s Pension Plan Basic American Foods held $12.5M in plan assets for 107 participants in 2024, with Schwab as recordkeeper.

Signals · 2

42% employer stock~223 bps in Sched C fees

Active participants

107

Accounts w/ balance

—

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.4M

People on this filing

Amanda NEEL signed Basic American, Inc.'s 2024 Form 5500 as plan administrator.

Amanda NEEL — 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

Basic American, Inc.'s EIN is 94-1318402.

EIN 94-1318402

Plan number 003

Plan year 2024

ACK ID 20251006093910NAL0006140192003

Official Form 5500 document

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)

Plan features

Basic American, Inc.'s plan includes a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BASIC AMERICAN, INC..

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How this plan invests

This plan

466 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (1st percentile).
Plan is frozen (1I) — no new benefit accrual.

Plan sponsor

Name

BASIC AMERICAN, INC.

EIN

all filings

Address

1676 N. CALIFORNIA BLVD · SUITE 525 · WALNUT CREEK, CA · 94596

Phone

(925) 472-4000

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

1B · Flat-dollar DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

CBIZ CPAS PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHWAB RETIREMENT PLAN SERVICES INC	34-1479833	—	NONE	$135K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY HOLDING	26-4310632	—	NONE	$70K	—

Investments

466 direct securities· $11.7M(94% of reported assets)

Common Stocks

$5.0M

340 holdings

Other securities

$3.1M

45 holdings

U.S. Treasuries

$2.6M

78 holdings

Mutual Funds

$587K

2 holdings

Common Collective Trusts

$481K

1 holding

					% of plan
Canyon Value Real Cay Ltd Class L	Common Stocks	—	$516K	$747K	6.0%
Marshall Wace Eureka VI Class B	Other securities	—	$443K	$746K	6.0%
Sculptor Overseas Inst Ltd	Common Stocks	—	$468K	$551K	4.4%
Vanguard FTSE All World Ex US Index Fund	Common Collective Trusts	—	$386K	$481K	3.9%
Verition Intl Multi Strategy Fd 2023.08 Series	Other securities	—	$426K	$472K	3.8%
Harris Assoc Invt Tr Oakmrk Gbl Adv	Other securities	—	$416K	$415K	3.3%
Vanguard MSCI Emerging Markets ETF	Mutual Funds	—	$292K	$333K	2.7%
KKR Infrastructure Conglomerate LLC	Other securities	—	$270K	$291K	2.3%
Verition Intl Multi Strategy Fd 2024.08 Series	Other securities	—	$260K	$274K	2.2%
Vanguard Fed Money Market Fund	Mutual Funds	—	$253K	$253K	2.0%
Morgan Stanley Bank Deposit	Other securities	—	$245K	$245K	2.0%
Blue Owl Credit Income Corp	Common Stocks	—	$126K	$128K	1.0%
Blackstone REIT	Common Stocks	—	$95K	$125K	1.0%
US Treasury Bond	U.S. Treasuries	—	$107K	$100K	0.8%
US Treasury Note	U.S. Treasuries	—	$95K	$97K	0.8%
US Treasury Bond	U.S. Treasuries	—	$86K	$82K	0.7%
US Treasury Note	U.S. Treasuries	—	$78K	$78K	0.6%
US Treasury Bond	U.S. Treasuries	—	$83K	$78K	0.6%
US Treasury Bond	U.S. Treasuries	—	$80K	$75K	0.6%
US Treasury Bond	U.S. Treasuries	—	$78K	$74K	0.6%
US Treasury Bond	U.S. Treasuries	—	$77K	$72K	0.6%
US Treasury Note	U.S. Treasuries	—	$76K	$72K	0.6%
Microsoft Corp	Common Stocks	—	$48K	$70K	0.6%
US Treasury Bond	U.S. Treasuries	—	$73K	$69K	0.6%
Nvidia Corp	Common Stocks	—	$29K	$68K	0.5%
US Treasury Note	U.S. Treasuries	—	$66K	$67K	0.5%
US Treasury Note	U.S. Treasuries	—	$67K	$66K	0.5%
Apple Computer Inc	Common Stocks	—	$47K	$64K	0.5%
US Treasury Note	U.S. Treasuries	—	$61K	$62K	0.5%
US Treasury Bond	U.S. Treasuries	—	$66K	$62K	0.5%
US Treasury Bond	U.S. Treasuries	—	$64K	$61K	0.5%
Amazon Com Inc	Common Stocks	—	$36K	$58K	0.5%
AT&T Communications	Other securities	—	$57K	$56K	0.4%
US Treasury Bond	U.S. Treasuries	—	$57K	$54K	0.4%
Wells Fargo & Co	Common Stocks	—	$50K	$50K	0.4%
US Treasury Bond	U.S. Treasuries	—	$53K	$50K	0.4%
US Treasury Note	U.S. Treasuries	—	$45K	$45K	0.4%
US Treasury Note	U.S. Treasuries	—	$44K	$45K	0.4%
US Treasury Bond	U.S. Treasuries	—	$46K	$44K	0.3%
Unitedhealth Group Inc	Common Stocks	—	$47K	$44K	0.3%
US Treasury Bond	U.S. Treasuries	—	$43K	$43K	0.3%
US Treasury Note	U.S. Treasuries	—	$43K	$43K	0.3%
Oracle Corp	Common Stocks	—	$44K	$43K	0.3%
US Treasury Note	U.S. Treasuries	—	$42K	$43K	0.3%
Meta Platforms Inc CL A (FB)	Common Stocks	—	$27K	$42K	0.3%
Alphabet Inc Cl A	Common Stocks	—	$24K	$42K	0.3%
Eli Lilly & Co	Common Stocks	—	$44K	$41K	0.3%
US Treasury Bond	U.S. Treasuries	—	$43K	$40K	0.3%
Marsh & Mclennan Cos Inc	Common Stocks	—	$43K	$40K	0.3%
Lockheed Martin Corp	Common Stocks	—	$43K	$40K	0.3%