Emily Davis signed Buckingham Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Buckingham Management, LLC's EIN is 35-1932656.
Download the official 2024 Form 5500 (PDF) for Buckingham Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Buckingham Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATZ, SAPPER & MILLER | 35-1090346 | INDIANAPOLIS, IN | AUDITOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS International Fund A 78,590 | Mutual Funds | — | — | $1.8M | 13.2% | |
| Putnam Growth Opportunities Fund A 19,611 | Mutual Funds | — | — | $1.4M | 10.1% | |
| Lord Abbett Bond Debenture Fund R4 176,389 | U.S. Treasuries | — | — | $1.3M | 9.3% | |
| REGISTERED INVESTMENT COMPANIES American Century Disciplined Core Value Fund 33,261 | Other securities | — | — | $1.2M | 9.0% | |
| Invesco Equity and Income Fund A 116,661 | Mutual Funds | — | — | $1.2M | 9.0% | |
| Carillon Eagle Midcap Growth Fund A 11,781 | Other securities | — | — | $830K | 6.2% | |
| Janus Henderson Triton Fund A 32,756 | Mutual Funds | — | — | $818K | 6.1% | |
| MFS Mid Cap Value Fund A 24,300 | Mutual Funds | — | — | $746K | 5.5% | |
| PGIM High Yield Fund R4 149,247 | Other securities | — | — | $712K | 5.3% | |
| PGIM Global Total Return Fund R4 115,267 | Other securities | — | — | $584K | 4.3% | |
| iShares S&P 500 Index Fund Institutional 767 | Common Collective Trusts | — | — | $528K | 3.9% | |
| Macquarie Small Cap Value A 7,703 | Other securities | — | — | $496K | 3.7% | |
| John Hancock Disciplined Value R6 20,937 | Other securities | — | — | $472K | 3.5% | |
| Lord Abbett Short Duration Income Fund R4 103,389 | Mutual Funds | — | — | $400K | 3.0% | |
| MONEY MARKET FUND SHARES BlackRock Liquidity FedFund Premier 373,652 | Cash / Money Market | — | — | $374K | 2.8% | |
| iShares Russell Mid-Cap Index Fund K 8,876 | Common Collective Trusts | — | — | $132K | 1.0% | |
| First Eagle Global Fund A 1,890 | Other securities | — | — | $127K | 0.9% | |
| iShares Russell 2000 Small-Cap Index Fund 4,793 | Common Collective Trusts | — | — | $117K | 0.9% | |
| Janus Henderson Growth & Income Fund A 1,682 | Mutual Funds | — | — | $116K | 0.9% | |
| iShares MSCI EAFE International Index Fund 6,112 | Common Collective Trusts | — | — | $93K | 0.7% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 5.25-10.50%, with maturities through June 2029 0 | Bonds / Notes | — | — | $72K | 0.5% | |
| Invesco Core Plus Bond Fund A 3,691 | Mutual Funds | — | — | $34K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
