· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ESTY & BUCKMIR, LLC — ESTY & BUCKMIR 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250612133919NAL0028582048001
ESTY & BUCKMIR, LLC
Form 5500-SF
FILING_RECEIVED
ESTY & BUCKMIR 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
17
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
ESTY & BUCKMIR, LLC
.
Find decision makers
Plan sponsor
Name
ESTY & BUCKMIR, LLC
EIN
06-1518576
Address
2285 WHITNEY AVENUE · HAMDEN, CT · 06518
Phone
(203) 248-5678
Industry
Law Offices
· Professional & Technical Services
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
2025-06-12
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
SERLIN HALEY, LLP
SH CASH BALANCE PLAN
$1.7M · 5 participants
PAUL R. GARY, & ASSOCIATES, P.C.
PAUL R. GARY P.C. PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN
$1.7M · 7 participants
LAW OFFICE OF ED SUAREZ PA
LAW OFFICE OF ED SUAREZ PA 401(K) PLAN
$1.7M · 4 participants
SHEELEY LLP
SHEELEY LLP 401(K) PROFIT SHARING PLAN
$1.7M · 41 participants
LEGAL TALENT SEARCH INC. D/B/A BUNT LEGAL SEARCH
LEGAL TALENT SEARCH 401(K) PLAN
$1.7M · 2 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.
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FAVIL DAVID BERNS & ASSOCIATES
FAVIL DAVID BERNS & ASSOCIATES 401(K) SAVINGS PLAN
$1.7M · 12 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
