Plan Snapshot
- Plan Sponsor: Basis Global Technologies, INC.
- Sponsor EIN: 364476242
- Sponsor Address: 11 EAST MADISON ST, CHICAGO, IL, 60602
- Plan Type: 401(k)
- Total Participants: 708
- Total Assets: $98.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 708 | $98.4M | $3.3M | $8.4M |
| 2023 | 759 | $80.1M | $3.3M | $8.3M |
| 2022 | 835 | $60.6M | $3.3M | $7.9M |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $203,708 | $80,189 | — | — | — |
| 2023 | $165,182 | $74,058 | — | — | — |
| 2022 | $177,445 | $12,202 | — | — | — |