Assets by plan
Share of aggregate retirement assets
Filings through .
Peter Basso Associates, Inc.
EIN 38-2924399information technology and servicesLatest filing 2025
Plans
4
Retirement
2
$64.3M assets
Health & Benefits
2
$1.4M premiums
Participants
555
5145 LIVERNOIS - TROY, MI 48098248-879-5666peterbassoassociates.comLinkedIn51-200 employeesinformation technology and services
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $64.3M assets / 291 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.4M premiums / 332 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Dental$92K
- Other$83K
- Life$77K
- Short-term disability$77K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PETER BASSO ASSOCIATES, INC. 401(K) AND PROFIT SHARING PLAN
401(k)
Assets$39.9M
Participants157
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
PETER BASSO ASSOCIATES, INC EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$24.3M
Participants134
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PETER BASSO ASSOCIATES, INC. EMPLOYEE BENEFIT WRAP PLAN
Fully insured - BLUE CARE NETWORK OF MICHIGAN
Premiums$1.4M
Covered lives200
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
PETER BASSO ASSOCIATES, INC. EMPLOYEE ASSISTANCE PLAN
Fully insured - ULLIANCE, INC.
Premiums$6K
Covered lives132
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PETER BASSO ASSOCIATES, INC. 401(K) AND PROFIT SHARING PLAN | 401(k) | $39.9M | 157 | 2025 |
| #002 | PETER BASSO ASSOCIATES, INC EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $24.3M | 134 | 2025 |
- #001 · 401(k) · 2025157
- #002 · ESOP · 2025134
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PETER BASSO ASSOCIATES, INC. EMPLOYEE BENEFIT WRAP PLAN | Fully insured | BLUE CARE NETWORK OF MICHIGAN | $1.4M | 200 | 2025 |
| #502 | PETER BASSO ASSOCIATES, INC. EMPLOYEE ASSISTANCE PLAN | Fully insured | ULLIANCE, INC. | $6K | 132 | 2025 |
- #501 · Fully insured · BLUE CARE NETWORK OF MICHIGAN · 2025200
- #502 · Fully insured · ULLIANCE, INC. · 2025132
Retirement plans
Health & Benefits plans