Plan Ledger DOL Form 5500 · updated monthly

Basis Global Technologies, Inc.401(k)

BASIS GLOBAL TECHNOLOGIES, INC. 401(K) SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.23%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Basis Global Technologies, Inc. reported $203,708 in plan administrative expenses for 2024: 0.23% of average plan assets, above the peer median. Employer contributions averaged $4,676 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.29% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 585th-largest of 3,702 plans among Illinois employers on file, and the 1,534th of 11,654 in professional & technical services. In 2024, employees put in $2.53 for every $1.00 the employer contributed; active participation has shrunk from 835 to 708 since 2022.

Plan summary
Net assets, end of year$98,446,345
Participants with balances994
Active participants708
Employer contributions$3,310,872
Employee contributions$8,367,526
Employer contribution per active participant$4,676
Average account balance$99,041
Benefits paid to participants$6,308,907
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$98.4M · 994 accts · $3.3M emplr
2023$80.1M · 1,031 accts · $3.3M emplr
2022$60.6M · 1,041 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$123,519
Investment management$80,189
Total administrative$203,708
The Basis Global Technologies, Inc. 401(k) match · 2024
Employer contribution per active participant$4,676
Median for plans this size$3,635
2024$4,676 per active participant
2023$4,388 per active participant
2022$3,954 per active participant

Basis Global Technologies, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$123,519
MMA SECURITIES · Investment advisory (plan)$55,500
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$24,689

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$203,708 · 0.23%
2023$165,182 · 0.23%
2022$177,445 · 0.29%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 364476242 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.