Plans listing this provider
19
0.03% of the 56,420 plans with Schedule H financials; 17 in 2023
Providers › Buckingham Asset Management
Buckingham Asset Management
- Service provider, as named on Schedule C
- EIN 208306720
- Plan year 2024
- Direct compensation reported $1,037,231
Assets of those plans
$6,783,630,216
0.09% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,037,231
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 50 | Direct payment from the plan | 16 |
| 26 | Investment advisory (participants) | 9 |
| 28 | Investment management | 8 |
| 27 | Investment advisory (plan) | 2 |
| 33 | Securities brokerage | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Foley & Lardner LLP Defined Contribution Retirement Plan | Foley & Lardner | $1,700,727,443 | 3,143 | $18,226 |
| Radiology Partners, Inc. Partner Plan | Radiology Partners | $1,049,806,186 | 1,715 | $68,844 |
| WSGR 401(k) and Profit Sharing Plan | Wilson Sonsini Goodrich & Rosati | $1,000,888,139 | 3,059 | $26,092 |
| Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan | Taft Stettinius & Hollister | $848,887,158 | 1,807 | $5,283 |
| Davis Wright Tremaine LLP 401(k) Profit Sharing Plan | Davis Wright Tremaine | $747,689,204 | 2,115 | $7,765 |
| Radiology Partners, Inc. 401(k) Profit Sharing Plan | Radiology Partners | $412,449,108 | 6,800 | $17,221 |
| Page Southerland Page 401(k) Plan | Page Southerland Page | $241,675,703 | 1,900 | $5,506 |
| Neal, Gerber & Eisenberg Profit Sharing/401(k) Plan | Neal Gerber & Eisenberg | $182,915,020 | 307 | $17,237 |
| Kirton Mcconkie Retirement Plan | Kirton Mcconkie | $108,710,840 | 346 | $203,179 |
| C & S Companies 401(k) Plan | C&S Worldwide Holdings | $106,048,947 | 617 | $55,306 |
| Buckingham Strategic Partners Pooled Employer Plan | Pension Specialists | $86,238,969 | 968 | $350,610 |
| Dean Dorton Allen Ford, PLLC Retirement Plan | Dean Dorton Allen Ford | $85,671,533 | 645 | $48,372 |
| West County Radiological Group, Inc. Profit Sharing Plan | West County Radiological Group | $83,462,091 | 184 | $5,777 |
| AWS 401(k) Profit Sharing Plan | A.W. Holdings LLC D/B/A Benchmark Human Services | $35,350,624 | 1,263 | $93,462 |
| Security State Bank & Trust 401(k) & Profit Sharing Plan | Security State Bank & Trust | $28,006,116 | 331 | $6,846 |
| Tidal Basin Holdco LLC 401(k) Retirement Savings Plan | Tidal Basin Holdco | $20,037,270 | 560 | $21,176 |
| Kreber Graphics, Inc. 401(k) Plan | Kreber Graphics | $19,385,602 | 147 | $17,521 |
| W.G. Tomko, Incorporated Profit Sharing Plan | W.G. Tomko | $18,835,999 | 123 | $44,245 |
| Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan | Montgomery General Health Care System | $6,844,264 | 452 | $24,563 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.