How big is Buell Securities Corporation's plan?

Buell Securities Corporation's plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20250714085600NAL0000723731001

Buell Securities Corporation

Name: Buell Securities Corporation — Buell Securities, Form 5500 (2024)
Creator: Buell Securities Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Buell Securities Corp. 401(k) Profit Sharing Plan

401(k) retirement plan · Buell Securities Corporation's Buell Securities Corp. 401(k) Profit Sharing Plan held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Chris Berris signed Buell Securities Corporation's 2024 Form 5500 as plan administrator.

Chris Berris — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Buell Securities Corporation's EIN is 06-0963716.

EIN 06-0963716

Plan number 001

Plan year 2024

ACK ID 20250714085600NAL0000723731001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Buell Securities Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Buell Securities Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUELL SECURITIES CORPORATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off