Buckley Associates, Inc. 401(k) Profit Sharing Plan
Sponsored by Buckley Associates, Inc. · EIN 042464258 · Plan #002
- Total assets
- $51.4M
- Net assets
- $51.4M
- Active participants
- 158
- With balances
- 206
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 |
|---|---|---|
| One Charles Private Wealth Services, Llc CRD 286635 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| One Charles Private Wealth Llc | Investment advisory (plan) | $78,129 |
| Ubs Financial Services Inc | Investment advisory (plan) | $30,290 |
| Leafhouse Financial Advisors, Llc | Investment advisory (participants) | $11,512 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $8,260 |