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Original filing (PDF)20241015152916NAL0016754355001
BUCKELEW PROGRAMS, INC.
Form 5500
FILING_RECEIVED
BUCKELEW PROGRAMS 403(B) RETIREMENT PROGRAM
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
187
Accounts w/ balance
147
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (21 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUCKELEW PROGRAMS, INC..
Plan sponsor
Name
BUCKELEW PROGRAMS, INC.
EIN
23-7088977
Address
201 ALAMEDA DEL PRADO · SUITE 103 · NOVATO, CA · 94949
Phone
(415) 457-6966
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SILICON VALLEY ACCOUNTANCY CORP.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD-KEEPER | $8K | — |
Investments
2 pooled funds· $971K(26% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LINCOLN FINANCIAL GROUP LINCOLN FINANCIAL GROUP · EIN 61-0504545 / PN 516 | Pooled Separate Account | $811K | 21.7% |
| MUTUAL OF AMERICA LIFE INSURANCE CO MUTUAL OF AMERICA LIFE INSURACE CO · EIN 13-1614399 / PN 001 | Pooled Separate Account | $159K | 4.3% |
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