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Sponsor portfolio

BASS ASSOCIATES, INC.

EIN 04-3163495-construction-Latest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
15
56 MITCHELL RD - LYNN, MA 01904781-599-3676LinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#001401k-$3.8M - 11 part#002CashBalance-$1.7M - 4 part

Retirement portfolio analytics

2 plans aggregated / $5.6M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • ASSOCIATES RETIREMENT PLAN (#001)69%
  • CASH BALANCE PLAN (#002)31%
Total $5.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES RETIREMENT PLAN (#001)11
  • CASH BALANCE PLAN (#002)4
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BASS ASSOCIATES RETIREMENT PLAN

401k

Assets$3.8M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BASS ASSOCIATES, INC. CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BASS ASSOCIATES RETIREMENT PLAN401k$3.8M112025
002BASS ASSOCIATES, INC. CASH BALANCE PLANCashBalance$1.7M42025
Retirement plans
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