# Basin Holdings LLC 401(k) Plan
Source: https://planprovider.pro/companies/basin-holdings-llc-401k-plan

> Basin Holdings LLC's 401(k) plan: 405 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Basin Holdings LLC

- **Sponsor EIN:** 452496821

- **Sponsor Address:** 7906 N. SAM HOUSTON PARKWAY W, HOUSTON, TX, 77064

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

- **Total Participants:** 405

- **Total Assets:** $12.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|405|$12.7M|$698,301|$1.3M|

| 2023|423|$11.6M|$643,614|$1.2M|

| 2022|361|$10.7M|$281,131|$966,375|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$49,034|—|$49,034|

| ALLIANT RETIREMENT SERVICES|ADVISOR|$22,775|—|$22,775|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $71,809

- **Estimated Expense Ratio:** 0.563% 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|$74,955|$25,921|$300|—|—|

| 2023|$72,783|$27,524|—|—|—|

| 2022|$80,065|$7,256|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/basin-holdings-llc-401k-plan)

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