# Bass Underwriters, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bass-underwriters-inc-401k-plan

> Bass Underwriters, INC.'s 401(k) plan: 616 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bass Underwriters, INC.

- **Sponsor EIN:** 650514182

- **Sponsor Address:** 6951 W. SUNRISE BLVD., PLANTATION, FL, 33313

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

- **Total Participants:** 616

- **Total Assets:** $47.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|616|$47.0M|$1.5M|$2.7M|

| 2023|557|$38.0M|$1.3M|$2.3M|

| 2022|488|$30.3M|$1.1M|$1.9M|

## 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|

| ASSETMARK RETIREMENT SERVICES, INC.|NONE|$168,347|—|$168,347|

| CFLG ACCOUNTANTS|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $168,347

- **Estimated Expense Ratio:** 0.358% 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|$168,347|$96,201|—|—|—|

| 2023|$140,762|$90,584|—|—|—|

| 2022|$89,807|—|—|—|—|

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