· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BUELL SECURITIES CORPORATION — BUELL SECURITIES CORP 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250714085600NAL0000723731001
BUELL SECURITIES CORPORATION
Form 5500-SF
FILING_RECEIVED
BUELL SECURITIES CORP 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
5
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BUELL SECURITIES CORPORATION
.
Find decision makers
Plan sponsor
Name
BUELL SECURITIES CORPORATION
EIN
06-0963716
Address
200 GLASTONBURY BLVD., SUITE 102 · GLASTONBURY, CT · 06033
Phone
(860) 657-1700
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
BORER DENTON & ASSOCIATES INC.
BORER DENTON & ASSOCIATES INC. 401(K) PLAN
$1.1M · 6 participants
BAKER WEALTH MANAGEMENT
BAKER WEALTH MANAGEMENT 401K PLAN
$1.1M · 4 participants
MARTIN FINANCIAL MANAGEMENT, LLC
MARTIN FINANCIAL MANAGEMENT, LLC 401(K) PLAN
$1.1M · 2 participants
ATC BROKERS
ATC BROKERS 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 8 participants
THE VINE GROUP
THE VINE GROUP 401(K) PLAN
$1.1M · 4 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PRECEDENT ASSET MANAGEMENT, LLC
PRECEDENT ASSET MANAGEMENT 401(K) PLAN
$1.1M · 3 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
