Buckingham, Doolittle & Burroughs, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Buckingham, Doolittle & Burroughs · EIN 341832611 · Plan #002
- Total assets
- $57.2M
- Net assets
- $57.2M
- Active participants
- 143
- With balances
- 215
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Services | Investment advisory (plan) | $69,359 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $20,630 |
| Eidebailly Llp | Accounting | $17,000 |
| Dynamic Advisor Solutions, Llc | Consulting (general) | $10,223 |