# Basil Management Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/basil-management-group-llc-401k-plan

> Basil Management Group LLC's 401(k) plan: 532 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Basil Management Group LLC

- **Sponsor EIN:** 872453765

- **Sponsor Address:** 3475 SOUTHWESTERN BLVD., ORCHARD PARK, NY, 14221

- **Plan Type:** 401(k)

- **Total Participants:** 532

- **Total Assets:** $51.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|532|$51.3M|$361,840|$1.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER LIFE & ANNUITY INSURANCE|RECORDKEEPER|$87,739|—|$87,739|

| LAWLEY RETIREMENT ADVISORS LLC|INVESTMENT ADVISOR|$34,740|—|$34,740|

| PPS PENSION & FINANCIAL SERVICES|CONTRACT ADMIN|$2,385|$11,179|$13,564|

| ACTUARIAL CONSULTING SERVICE INC|CONTRACT ADMIN|$2,620|$3,286|$5,906|

| TRONCONI SEGARRA & ASSOCIATES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRONCONI SEGARRA & ASSOCIATES LLP](https://planprovider.pro/provider/tronconi-segarra-and-associates-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $141,949

- **Estimated Expense Ratio:** 0.277% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$87,454|—|—|—|—|

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