How big is BUIE Stoddard Group, LLC's plan?

BUIE Stoddard Group, LLC's plan reported $963K in assets and 7 participants for 2024.

Original filing (PDF)20250930161049NAL0019692338001

BUIE Stoddard Group, LLC

Name: BUIE Stoddard Group, LLC — BUIE Stoddard Group, LLC, Form 5500 (2024)
Creator: BUIE Stoddard Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BUIE Stoddard Group, LLC 401(k)

401(k) retirement plan · BUIE Stoddard Group, LLC's BUIE Stoddard Group, LLC 401(k) held $963K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$963K

Net assets (EOY)

$963K

People on this filing

Heather Kauffman signed BUIE Stoddard Group, LLC's 2024 Form 5500 as plan administrator.

Heather Kauffman — 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

BUIE Stoddard Group, LLC's EIN is 20-3014862.

EIN 20-3014862

Plan number 001

Plan year 2024

ACK ID 20250930161049NAL0019692338001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BUIE Stoddard Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BUIE Stoddard Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUIE STODDARD GROUP, LLC.

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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

Helping the score