Buck Distributing 401(k) Profit Sharing Plan
Sponsored by Sfb Buck, Llc · EIN 921150076 · Plan #003
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 69
- With balances
- 109
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 96% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $23,390 |
| American Century Investment Mgt | Investment management, Shareholder servicing fees | $0 |
| Columbia Funds | Investment management, Shareholder servicing fees | $0 |
| Franklin Templeton | Investment management, Shareholder servicing fees | $0 |
| Oakmark | Investment management, Shareholder servicing fees | $0 |
| Dimensional Funds | Investment management, Shareholder servicing fees | $0 |
| Baird Funds | Investment management, Shareholder servicing fees | $0 |
| Mfs Funds | Investment management, Shareholder servicing fees | $0 |
| Black Rock Funds | Investment management, Shareholder servicing fees | $0 |
| Loomis Sayles Natixis Hansber | Investment management, Shareholder servicing fees | $0 |