Original filing (PDF)20250922121003NAL0007637714001

BASSENIAN LAGONI

Name: BASSENIAN LAGONI — BASSENIAN LAGONI 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BASSENIAN LAGONI

Form 5500

FILING_RECEIVED

BASSENIAN LAGONI 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

45% in single holdingHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.5M

Net assets (EOY)

$21.5M

How this plan invests

This plan

1 pooled trust

Schedule D

29 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BASSENIAN LAGONI

EIN

95-3398546

Address

131 INNOVATION DRIVE · SUITE 100 · IRVINE, CA · 92617

Phone

(949) 553-9100

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$18K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RBC WEALTH MGMT	—	SEATTLE, WA	ADVISOR	$13K	—

Accountant / Auditor

Investments

29 direct securities · 1 pooled fund· $21.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$20.9M

27 holdings

Cash / Money Market

$280K

1 holding

Common Collective Trust

$231K

1 holding

Participant loans

$104K

1 holding

					% of plan
Matrix Self-Direct Invest Fund 1 Matrix 0	Other securities	—	—	$9.8M	45.5%
American Funds Trgt Date Ret 2035 R6 American Funds 0	Other securities	—	—	$1.8M	8.6%
Vanguard LifeStrategy Moderate Gr Inv Vanguard 0	Other securities	—	—	$1.8M	8.3%
Vanguard 500 Index Adm Vanguard 0	Other securities	—	—	$1.5M	7.2%
Vanguard LifeStrategy Growth Inv Vanguard 0	Other securities	—	—	$1.1M	4.9%
Vanguard Mid Cap Index Adm Vanguard 0	Other securities	—	—	$733K	3.4%
MFS International Growth R6 MFS 0	Other securities	—	—	$593K	2.8%
American Funds Trgt Date Ret 2045 R6 American Funds 0	Other securities	—	—	$544K	2.5%
JPMorgan Large Cap Growth R6 JP Morgan 0	Other securities	—	—	$493K	2.3%
American Funds Trgt Date Ret 2030 R6 American Funds 0	Other securities	—	—	$395K	1.8%
Vanguard Small-Cap Index Adm Vanguard 0	Other securities	—	—	$318K	1.5%
Vanguard Information Tech Index Adm Vanguard 0	Other securities	—	—	$308K	1.4%
Matrix Self-Direct Cash Fund 1 Matrix 0	Cash / Money Market	—	—	$280K	1.3%
Vanguard Total Bond Market Index Adm Vanguard 0	Other securities	—	—	$240K	1.1%
BNYM INSIGHT STABLE VALUE M BNY MELLON · EIN 11-3152987 / PN 056	Common Collective Trust	—	—	$231K	1.1%
PIMCO RAE US Small Instl PIMCO 0	Other securities	—	—	$174K	0.8%
T. Rowe Price Health Sciences I T. Rowe Price 0	Other securities	—	—	$150K	0.7%
American Funds Trgt Date Ret 2020 R6 American Funds 0	Other securities	—	—	$139K	0.6%
American Funds Trgt Date Ret 2025 R6 American Funds 0	Other securities	—	—	$137K	0.6%
Vanguard Real Estate Index Adm Vanguard 0	Other securities	—	—	$117K	0.5%
Vanguard LifeStrategy Consv Growth Inv Vanguard 0	Other securities	—	—	$111K	0.5%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$104K	0.5%
American Funds Trgt Date Ret 2060 R6 American Funds 0	Other securities	—	—	$102K	0.5%
PIMCO Total Return Instl PIMCO 0	Other securities	—	—	$97K	0.4%
AB Small Cap Growth Portfolio Adv Alliance Bernstein 0	Other securities	—	—	$86K	0.4%
American Funds Trgt Date Ret 2040 R6 American Funds 0	Other securities	—	—	$83K	0.4%
BlackRock Equity Dividend Instl BlackRock 0	Other securities	—	—	$44K	0.2%
American Funds Trgt Date Ret 2050 R6 American Funds 0 586 American Funds Trgt Date Ret 2055 R6 American Funds 0	Other securities	—	—	$15K	<0.1%
Vanguard Total Intl Stock Index Adm Vanguard 0	Other securities	—	—	$2K	<0.1%
Vanguard LifeStrategy Income Inv Vanguard 0	Other securities	—	—	$1K	<0.1%