Buckingham Asset Management, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Buckingham Asset Management, LLC
  • Sponsor EIN: 208306720
  • Sponsor Address: 8182 MARYLAND AVE., SUITE 500, ST. LOUIS, MO, 63105
  • Plan Type: 401(k)
  • Plan Number: 503
  • Total Participants: 1,395
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241,395$0$0$0
20231,318$0$0$0
20221,178$0$0$0
20211,328$0$0$0
2020441$0$0$0

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