How big is Buckley, Theroux, Kline & Cooley, LLC's plan?

Buckley, Theroux, Kline & Cooley, LLC's plan reported $5.6M in assets and 26 participants for 2024.

Original filing (PDF)20250724090749NAL0005716720001

Buckley, Theroux, Kline & Cooley, LLC

Name: Buckley, Theroux, Kline & Cooley, LLC — Buckley, Form 5500 (2024)
Creator: Buckley, Theroux, Kline & Cooley, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Buckley, Theroux, Kline & Cooley, LLC 401(k) Plan

401(k) retirement plan · Buckley, Theroux, Kline & Cooley, LLC's Buckley, Theroux, Kline & Cooley, LLC 401(k) Plan held $5.6M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

SARA Guttmann signed Buckley, Theroux, Kline & Cooley, LLC's 2024 Form 5500 as plan administrator.

SARA Guttmann — 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

Buckley, Theroux, Kline & Cooley, LLC's EIN is 22-3594244.

EIN 22-3594244

Plan number 001

Plan year 2024

ACK ID 20250724090749NAL0005716720001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Buckley, Theroux, Kline & Cooley, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Buckley, Theroux, Kline & Cooley, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUCKLEY, THEROUX, KLINE & COOLEY, LLC.

Finding similar companies…

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