How big is The Basic Fund's plan?

The Basic Fund's plan reported $324K in assets and 12 participants for 2024.

Original filing (PDF)20250701102655NAL0017588272003

The Basic Fund

Name: The Basic Fund — The Basic Fund Retirement Plan, Form 5500 (2024)
Creator: The Basic Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Basic Fund Retirement Plan

401(k) retirement plan · The Basic Fund's The Basic Fund Retirement Plan held $324K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$324K

Net assets (EOY)

$324K

People on this filing

MAY CHAN signed The Basic Fund's 2024 Form 5500 as plan administrator.

MAY CHAN — 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

The Basic Fund's EIN is 94-3290699.

EIN 94-3290699

Plan number 001

Plan year 2024

ACK ID 20250701102655NAL0017588272003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Basic Fund's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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