Basis Educational Ventures 401(k) match, vesting and fees
What Basis Educational Ventures' 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 | Vanguard Advisers Inc. | Schedule C ↗ |
| Independent auditor | Fester & Chapman, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Basis Educational Ventures: employer contribution per participant | $1,591 | |
| Peer median | $2,130 |
| Basis Educational Ventures: average balance | $32,477 | |
| Peer median | $126,258 |
| Basis Educational Ventures: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.07% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $62.4M at the end of plan year 2021 to $118M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,693 | $118M | $5.8M | $1,591 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 3,416 | $97.1M | $5.4M | $2,241 | 0.25% | Not published | Form 5500 ↗ |
| 2022 | 3,068 | $76.9M | $4.7M | $1,527 | 0.34% | Not published | Form 5500 ↗ |
| 2021 | 3,179 | $62.4M | $4.3M | $1,380 | 0.32% | Not published | Form 5500 ↗ |
Common questions
Does Basis Educational Ventures match 401(k) contributions?
The match terms for the Basis Educational Group Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $5.8M in employer contributions, about $1,591 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Basis Educational Ventures 401(k) match vested?
The vesting schedule for the Basis Educational Group Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Basis Educational Ventures 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Vanguard Advisers Inc.. The plan administrator is Basis Educational Ventures, LLC.
I left Basis Educational Ventures. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Basis Educational Ventures, LLC, (480) 289-2088) or the recordkeeper, Vanguard Advisers Inc.. The Basis Educational Ventures old 401(k) page lists the contacts from every plan filing. Find an old Basis Educational Ventures 401(k)
Data from the public Form 5500 annual reports Basis Educational Ventures filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 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 Basis Educational Ventures. Not financial advice. Report a correction · Methodology