Plan Snapshot
- Plan Sponsor: The Buckle, INC.
- Sponsor EIN: 470366193
- Sponsor Address: PO BOX 1480, KEARNEY, NE, 68848
- Plan Type: 401(k)
- Total Participants: 2,783
- Total Assets: $201.2M
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 | 2,783 | $201.2M | $2.8M | $8.9M |
| 2023 | 2,631 | $178.3M | $2.7M | $8.4M |
| 2022 | 2,351 | $148.7M | $2.6M | $8.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $241,430 | — | $241,430 |
| CAPFINANCIAL PARTNERS LLC | INVESTMENT ADVISORY | $88,863 | $88,863 | $177,726 |
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $419,156
- Estimated Expense Ratio: 0.208% 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 | $330,293 | — | $330,293 | — | — |
| 2023 | $350,036 | $137,367 | $212,669 | — | — |
| 2022 | $301,674 | — | $301,674 | — | — |