Basil Management Group 401(k) match, vesting and fees
What Basil Management Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Life & Annuity Insurance | Schedule C ↗ |
| Independent auditor | Tronconi Segarra & Associates LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Basil Management Group: employer contribution per participant | $751 | |
| Peer median | $1,216 |
| Basil Management Group: average balance | $106,330 | |
| Peer median | $50,590 |
| Basil Management Group: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $51.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 631 | $51.3M | $362K | $751 | 0.26% | Not published | Form 5500 ↗ |
Common questions
Does Basil Management Group match 401(k) contributions?
The match terms for the Basil Family Dealerships 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $362K in employer contributions, about $751 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Basil Management Group 401(k) match vested?
The vesting schedule for the Basil Family Dealerships 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Basil Management Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Life & Annuity Insurance. The plan administrator is Basil Management Group LLC.
I left Basil Management Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Basil Management Group LLC, (716) 288-9580) or the recordkeeper, Empower Life & Annuity Insurance. The Basil Management Group old 401(k) page lists the contacts from every plan filing. Find an old Basil Management Group 401(k)
Data from the public Form 5500 annual reports Basil Management Group filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Basil Management Group. Not financial advice. Report a correction · Methodology