Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 22 in 2023
Providers › Buckingham Strategic Partners
Buckingham Strategic Partners
- Service provider, as named on Schedule C
- EIN 208307105
- Plan year 2024
- Direct compensation reported $690,176
Assets of those plans
$15,606,482,170
0.20% 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
$690,176
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 |
|---|---|---|
| 26 | Investment advisory (participants) | 16 |
| 50 | Direct payment from the plan | 13 |
| 27 | Investment advisory (plan) | 10 |
| 28 | Investment management | 7 |
| 51 | Investment management fees paid directly by plan | 6 |
| 99 | Other fees | 1 |
| 70 | Consulting fees | 1 |
| 17 | Consulting (pension) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Schwabplan Retirement Savings and Investment Plan | Schwab Charles | $8,932,117,605 | 43,060 | $5,625 |
| WPMG 401(k) Retirement Savings Plan | Washington Permanente Medical Group | $1,469,819,796 | 2,248 | $6,779 |
| Andersen 401(k) Plan | Andersen | $1,456,783,899 | 18,308 | $6,125 |
| Olin Corporation Retirement Savings Plan | Olin | $1,360,888,480 | 8,969 | $7,176 |
| Faegre Drinker Retirement Savings Plan 2 | Faegre Drinker Biddle & Reath | $772,687,737 | 1,794 | $7,441 |
| Bradley Arant Boult Cummings LLP Retirement Plan | Bradley Arant Boult Cummings | $694,313,488 | 1,537 | $8,806 |
| Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan | Baker Donelson Bearman Caldwell & Berkowitz | $627,568,677 | 1,622 | $27,391 |
| Horne LLP Profit Sharing Plan | Horne | $107,758,758 | 1,901 | $175,000 |
| NFC 401(k) Plan | Northwest Financial | $65,633,390 | 488 | $50,150 |
| ECI, Inc. 401(k) Plan | Electrical Components International | $31,595,516 | 580 | $72,650 |
| HR & a Advisors, Inc. 401(k)/profit Sharing Plan | HR & a Advisors | $24,749,640 | 214 | $63,462 |
| The Mcclure Corporation 401(k) Retirement Plan | Mcclure | $19,617,492 | 143 | $66,153 |
| BST & Co. Cpas, LLP 401(k) Plan | BST & Co. Cpas | $18,847,785 | 138 | $53,881 |
| V.I.P., Inc. Retirement Savings Plan & Trust | V.I.P | $9,357,068 | 205 | $30,472 |
| Sherman's Place, Inc. 401(k) Plan | Sherman's Place | $6,025,691 | 80 | $36,306 |
| Community Acton of South Mississippi PS/401(k) Plan | Community Action of South Mississippi | $4,517,685 | 149 | $21,043 |
| The Marketplace Employee Retirement Plan | Annandale Marketplace | $4,199,463 | 127 | $22,144 |
| Surdex Corporation 401(k) Profit Sharing Plan | Surdex | $0 | 0 | $29,572 |
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.