# Peter Basso Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/peter-basso-associates-inc-401k-plan

> Peter Basso Associates, INC.'s 401(k) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Peter Basso Associates, INC.

- **Sponsor EIN:** 382924399

- **Sponsor Address:** 5145 LIVERNOIS, TROY, MI, 48098

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

- **Total Participants:** 127

- **Total Assets:** $34.8M

## 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|127|$34.8M|$166,227|$1.4M|

| 2023|117|$29.8M|$152,507|$1.3M|

| 2022|104|$24.7M|$133,102|$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|

| GALLAGHER BENEFIT SERVICES, INC.|CONSULTANT|$25,000|—|$25,000|

| WIPFLI LLP|ACCOUNTANT/AUDITOR|$11,950|—|$11,950|

### Verified Provider Profiles

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

- [GALLAGHER BENEFIT SERVICES, INC.](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — CONSULTANT

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $36,950

- **Estimated Expense Ratio:** 0.106% 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|$4,002|$2,661|—|$11,950|—|

| 2023|$1,121|$2,106|—|$11,600|—|

| 2022|$2,386|$1,572|—|—|—|

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