AUMdb

Buckingham Management, Llc 401(k) Plan

Sponsored by Buckingham Management, Llc · EIN 351932656 · Plan #001

Total assets
$13.5M
Net assets
$13.5M
Active participants
305
With balances
704

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newport Group, Inc. Claims processing, Recordkeeping, Participant loan processing $60,742
Katz, Sapper & Miller Accounting $24,950