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Original filing (PDF)20251013152826NAL0002302864001
BUCKINGHAM, DOOLITTLE & BURROUGHS
Form 5500
FILING_RECEIVED
BUCKINGHAM, DOOLITTLE & BURROUGHS, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 2
1 failed disclosure26% in single holding
Active participants
143
Accounts w/ balance
215
Plan assets (EOY)
$57.2M
Net assets (EOY)
$57.2M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
85
Concentration risk
87
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Vanguard Target Retirement Income Fund Mutual fund N/A" is 26% of plan.
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUCKINGHAM, DOOLITTLE & BURROUGHS.
Plan sponsor
Name
BUCKINGHAM, DOOLITTLE & BURROUGHS
EIN
34-1832611
Address
3800 EMBASSY PARKWAY SUITE 300 · AKRON, OH · 44333
Phone
(330) 643-0288
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | ADVISOR | $69K | — |
| DYNAMIC ADVISOR SOLUTIONS, LLC | 26-3945512 | — | CONSULTANT | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDEBAILLY LLP | 45-0250958 | — | ACCOUNTANT/AUDITOR | $17K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
35 direct securities · 1 pooled fund· $56.4M(99% 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.
Uncategorized
$55.3M
35 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement Income Fund Mutual fund N/A | — | — | — | $14.8M | 25.9% | |
| Brokeragelink - SDBA Self-directed brokerage accounts N/A | — | — | — | $7.4M | 13.0% | |
| Vanguard Target Retirement 2025 Fund Mutual fund N/A | — | — | — | $7.2M | 12.7% | |
| Vanguard Target Retirement 2030 Fund Mutual fund N/A | — | — | — | $6.5M | 11.4% | |
| Vanguard Target Retirement 2020 Fund Mutual fund N/A | — | — | — | $4.3M | 7.6% | |
| Vanguard Target Retirement 2035 Fund Mutual fund N/A | — | — | — | $3.2M | 5.7% | |
| Vanguard Target Retirement 2040 Fund Mutual fund N/A | — | — | — | $3.1M | 5.4% | |
| Vanguard Total Stock Market Adm Mutual fund N/A | — | — | — | $1.6M | 2.7% | |
| Vanguard Target Retirement 2045 Fund Mutual fund N/A | — | — | — | $1.2M | 2.1% | |
| Vanguard Target Retirement 2055 Fund Mutual fund N/A | — | — | — | $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 | — | — | — | $872K | 1.5% | |
| Vanguard Growth Index ADM Mutual fund N/A | — | — | — | $639K | 1.1% | |
| Vanguard Equity Income Adm Mutual fund N/A | — | — | — | $604K | 1.1% | |
| PIMCO Income Interest Mutual fund N/A | — | — | — | $417K | 0.7% | |
| Vanguard Target Retirement 2060 Fund Mutual fund N/A | — | — | — | $383K | 0.7% | |
| MFS International Value R6 Mutual fund N/A | — | — | — | $265K | 0.5% | |
| Notes Receivable from Participants Maturing 2025 - 2029 at interest rates of 4.25% - 9.50% | — | — | — | $200K | 0.3% | |
| BlackRock High Yield Bond Portfolio Class K Mutual fund N/A | — | — | — | $189K | 0.3% | |
| Vanguard Developed Markets Index Adm Mutual fund N/A | — | — | — | $166K | 0.3% | |
| Lord Abbett Short Duration Income Fund I Mutual fund N/A | — | — | — | $166K | 0.3% | |
| Metropolitan West Total Return Bd P Mutual fund N/A | — | — | — | $152K | 0.3% | |
| DFA Global Real Estate Securities Portfolio Mutual fund N/A | — | — | — | $126K | 0.2% | |
| Vanguard Mid Cap Index Adm Mutual fund N/A | — | — | — | $116K | 0.2% | |
| Vanguard Small Cap Index Adm Mutual fund N/A | — | — | — | $110K | 0.2% | |
| Fidelity International Growth Mutual fund N/A | — | — | — | $78K | 0.1% | |
| JP Morgan Value Advance L Mutual fund N/A | — | — | — | $76K | 0.1% | |
| DFA US Targeted Value I Mutual fund N/A | — | — | — | $72K | 0.1% | |
| Nationwide Geneva Small Cap Growth R6 Mutual fund N/A | — | — | — | $70K | 0.1% | |
| Invesco International Small-Mid Com R6 Mutual fund N/A | — | — | — | $61K | 0.1% | |
| Goldman Sachs Em Markets Eq Insights R6 Mutual fund N/A | — | — | — | $25K | <0.1% | |
| JP Morgan Mid Cap Growth Fund Class R6 Mutual fund N/A | — | — | — | $17K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Mutual fund N/A | — | — | — | $16K | <0.1% | |
| BNY Mellon Natural Resources Fund I Mutual fund N/A | — | — | — | $9K | <0.1% | |
| DWS RREEF Global Infrastructure Fund Mutual fund N/A | — | — | — | $9K | <0.1% | |
| Fidelity Government Money Market Fund Mutual fund N/A | — | — | — | $2K | <0.1% |
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