Bass Underwriters 401(k) match, vesting and fees
What Bass Underwriters' 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 | Assetmark Retirement Services, Inc. | Schedule C ↗ |
| Independent auditor | Cflg Accountants (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Bass Underwriters: employer contribution per participant | $2,630 | |
| Peer median | $2,935 |
| Bass Underwriters: average balance | $82,227 | |
| Peer median | $92,770 |
| Bass Underwriters: admin expenses ÷ assets | 0.40% | |
| Peer median | 0.15% |
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 $33.6M at the end of plan year 2021 to $47M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 762 | $47M | $1.5M | $2,630 | 0.40% | Not published | Form 5500 ↗ |
| 2023 | 706 | $38M | $1.3M | $2,679 | 0.41% | Not published | Form 5500 ↗ |
| 2022 | 631 | $30.3M | $1.1M | $2,492 | 0.28% | Not published | Form 5500 ↗ |
| 2021 | 542 | $33.6M | $1M | $2,511 | 0.51% | Not published | Form 5500 ↗ |
Common questions
Does Bass Underwriters match 401(k) contributions?
The match terms for the Bass Underwriters, Inc. 401(k) P.S. Plan have not been published from its filing yet. The plan year 2024 filing reports $1.5M in employer contributions, about $2,630 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bass Underwriters 401(k) match vested?
The vesting schedule for the Bass Underwriters, Inc. 401(k) P.S. Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bass Underwriters 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Assetmark Retirement Services, Inc.. The plan administrator is Bass Underwriters, Inc..
I left Bass Underwriters. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bass Underwriters, Inc., (954) 473-4488) or the recordkeeper, Assetmark Retirement Services, Inc.. The Bass Underwriters old 401(k) page lists the contacts from every plan filing. Find an old Bass Underwriters 401(k)
Data from the public Form 5500 annual reports Bass Underwriters 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 Bass Underwriters. Not financial advice. Report a correction · Methodology