Louis Maglione signed Buckingham, Doolittle & Burroughs' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Buckingham, Doolittle & Burroughs' EIN is 34-1832611.
Download the official 2024 Form 5500 (PDF) for Buckingham, Doolittle & Burroughs from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Buckingham, Doolittle & Burroughs' plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | ADVISOR | $69K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement Income Fund Mutual fund N/A | Mutual Funds | — | — | $14.8M | 25.9% | |
| Brokeragelink - SDBA Self-directed brokerage accounts N/A | Self-Directed Brokerage | — | — | $7.4M | 13.0% | |
| Vanguard Target Retirement 2025 Fund Mutual fund N/A | Mutual Funds | — | — | $7.2M | 12.7% | |
| Vanguard Target Retirement 2030 Fund Mutual fund N/A | Mutual Funds | — | — | $6.5M | 11.4% | |
| Vanguard Target Retirement 2020 Fund Mutual fund N/A | Mutual Funds | — | — | $4.3M | 7.6% | |
| Vanguard Target Retirement 2035 Fund Mutual fund N/A | Mutual Funds | — | — | $3.2M | 5.7% | |
| Vanguard Target Retirement 2040 Fund Mutual fund N/A | Mutual Funds | — | — | $3.1M | 5.4% | |
| Vanguard Total Stock Market Adm Mutual fund N/A | Mutual Funds | — | — | $1.6M | 2.7% | |
| Vanguard Target Retirement 2045 Fund Mutual fund N/A | Mutual Funds | — | — | $1.2M | 2.1% | |
| Vanguard Target Retirement 2055 Fund Mutual fund N/A | Mutual Funds | — | — | $1.1M | 1.9% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.9% | |
| Vanguard Target Retirement 2050 Fund Mutual fund N/A | Mutual Funds | — | — | $872K | 1.5% | |
| Vanguard Growth Index ADM Mutual fund N/A | Mutual Funds | — | — | $639K | 1.1% | |
| Vanguard Equity Income Adm Mutual fund N/A | Mutual Funds | — | — | $604K | 1.1% | |
| PIMCO Income Interest Mutual fund N/A | Mutual Funds | — | — | $417K | 0.7% | |
| Vanguard Target Retirement 2060 Fund Mutual fund N/A | Mutual Funds | — | — | $383K | 0.7% | |
| MFS International Value R6 Mutual fund N/A | Mutual Funds | — | — | $265K | 0.5% | |
| Notes Receivable from Participants Maturing 2025 - 2029 at interest rates of 4.25% - 9.50% | Bonds / Notes | — | — | $200K | 0.3% | |
| BlackRock High Yield Bond Portfolio Class K Mutual fund N/A | Other securities | — | — | $189K | 0.3% | |
| Vanguard Developed Markets Index Adm Mutual fund N/A | Mutual Funds | — | — | $166K | 0.3% | |
| Lord Abbett Short Duration Income Fund I Mutual fund N/A | Mutual Funds | — | — | $166K | 0.3% | |
| Metropolitan West Total Return Bd P Mutual fund N/A | Other securities | — | — | $152K | 0.3% | |
| DFA Global Real Estate Securities Portfolio Mutual fund N/A | Mutual Funds | — | — | $126K | 0.2% | |
| Vanguard Mid Cap Index Adm Mutual fund N/A | Mutual Funds | — | — | $116K | 0.2% | |
| Vanguard Small Cap Index Adm Mutual fund N/A | Mutual Funds | — | — | $110K | 0.2% | |
| Fidelity International Growth Mutual fund N/A | Mutual Funds | — | — | $78K | 0.1% | |
| JP Morgan Value Advance L Mutual fund N/A | Other securities | — | — | $76K | 0.1% | |
| DFA US Targeted Value I Mutual fund N/A | Mutual Funds | — | — | $72K | 0.1% | |
| Nationwide Geneva Small Cap Growth R6 Mutual fund N/A | Other securities | — | — | $70K | 0.1% | |
| Invesco International Small-Mid Com R6 Mutual fund N/A | Mutual Funds | — | — | $61K | 0.1% | |
| Goldman Sachs Em Markets Eq Insights R6 Mutual fund N/A | Other securities | — | — | $25K | <0.1% | |
| JP Morgan Mid Cap Growth Fund Class R6 Mutual fund N/A | Other securities | — | — | $17K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Mutual fund N/A | Mutual Funds | — | — | $16K | <0.1% | |
| BNY Mellon Natural Resources Fund I Mutual fund N/A | Other securities | — | — | $9K | <0.1% | |
| DWS RREEF Global Infrastructure Fund Mutual fund N/A | Other securities | — | — | $9K | <0.1% | |
| Fidelity Government Money Market Fund Mutual fund N/A | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-3945512 |
| — |
| CONSULTANT |
| $10K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDEBAILLY LLP | 45-0250958 | — | ACCOUNTANT/AUDITOR | $17K | — |
