Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $4.4M assets / 115 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BASHAM & SCOTT, LLC 401(K) PLAN | 401(k) | $3.3M | 76 | 2025 |
| #002 | BASHAM & SCOTT, LLC CASH BALANCE PLAN | Cash balance | $1.1M | 39 | 2025 |