# Buckingham Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/buckingham-management-llc-401k-plan

> Buckingham Management, LLC's 401(k) plan: 305 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Buckingham Management, LLC

- **Sponsor EIN:** 351932656

- **Sponsor Address:** 941 N. MERIDIAN, INDIANAPOLIS, IN, 46204

- **Plan Type:** 401(k)

- **Total Participants:** 305

- **Total Assets:** $13.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|305|$13.5M|$362,007|$1.5M|

| 2023|321|$12.2M|$345,168|$1.5M|

| 2022|304|$9.8M|$279,245|$1.2M|

## 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|

| KATZ, SAPPER & MILLER, LLP|Auditor|$24,950|—|$24,950|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KATZ, SAPPER & MILLER, LLP](https://planprovider.pro/provider/katz-sapper-and-miller-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $24,950

- **Estimated Expense Ratio:** 0.185% 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|$89,052|—|$37|$24,950|—|

| 2023|$72,131|—|$731|$16,500|—|

| 2022|$57,573|—|$50,073|—|$7,500|

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