What public Form 5500 filings show about the Buckley Associates, Inc. 401(k) plan — and how to find and check your own account.
Buckley Associates, Inc. (EIN 04-2464258) reports BUCKLEY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $51.4M in plan assets across 275 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Buckley Associates, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Buckley Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ONE CHARLES PRIVATE WEALTH, UBS FINANCIAL SERVICES, LEAFHOUSE FINANCIAL ADVISORS.
