Plan Snapshot
- Plan Sponsor: Buckingham, Doolittle & Burroughs
- Sponsor EIN: 341832611
- Sponsor Address: 3800 EMBASSY PARKWAY SUITE 300, AKRON, OH, 44333
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $57.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 143 | $57.2M | $630,000 | $1.6M |
| 2023 | 132 | $55.4M | $677,500 | $1.5M |
| 2022 | 130 | $52.2M | $633,000 | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EIDE BAILLY, LLP | Auditor | $17,000 | — | $17,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,000
- Estimated Expense Ratio: 0.030% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $117,212 | $69,359 | — | $17,000 | — |
| 2023 | $117,435 | $67,810 | — | $18,000 | — |
| 2022 | $120,098 | — | — | — | — |