JIM BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
High average account balance
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$541K
Net assets (EOY)
$541K
Plan health score
94
/ 100
Grade A
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
80
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JIM BUCKLEY & ASSOCIATES, INC..
Plan sponsor
Name
JIM BUCKLEY & ASSOCIATES, INC.
EIN
33-0969404
Address
160 S. OLD SPRINGS ROAD · SUITE 200 · ANAHEIM, CA · 92808
