Thomas Heacock signed The Buckle, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Buckle, Inc.'s EIN is 47-0366193.
Download the official 2024 Form 5500 (PDF) for The Buckle, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Buckle, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $241K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISORY | $89K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RT 2050 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | $654K | $24.9M | 12.4% | |
| T ROWE PRICE RT 2030 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | $665K | $21.3M | 10.6% | |
| The Buckle, Inc. - The Buckle Stock Fund 405,675 shares | Common Stocks | — | $406K | $20.6M | 10.2% | |
| T ROWE PRICE RT 2045 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | $485K | $18.4M | 9.1% | |
| T ROWE PRICE RT 2055 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | $480K | $18.2M | 9.1% | |
| T ROWE PRICE RT 2040 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | $429K | $15.7M | 7.8% | |
| T ROWE PRICE RT 2035 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | $443K | $15.3M | 7.6% | |
| T ROWE PRICE RT 2060 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | $514K | $12.5M | 6.2% | |
| Northern Trust Collective S&P 500 Index Fund 37,684 shares | Common Collective Trusts | — | $38K | $10.2M | 5.0% | |
| NT COL S&P 500 IDX FD DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $10.2M | 5.0% | |
| HARBOR CAPITAL APPREC CIT CL R HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | $474K | $8.5M | 4.2% | |
| FIAM Core Plus Commingled Pool Fund 181,826 shares | Common Collective Trusts | — | $182K | $4.2M | 2.1% | |
| FIAM CR PL COMM PL CLASS I CIT FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $4.2M | 2.1% | |
| T ROWE PRICE RT 2025 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | $124K | $3.6M | 1.8% | |
| John Hancock Disciplined Value Fund 133,116 shares | Other securities | — | $133K | $3.4M | 1.7% | |
| JOHN HNCOCK DSC VL TRS CL P1 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 037 | Common Collective Trust | — | — | $3.4M | 1.7% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $3.2M | $3.1M | 1.5% | |
| JP Morgan Mid Cap Value Fund 68,210 shares | Other securities | — | $68K | $2.5M | 1.2% | |
| Great Gray EuroPacific Growth Fund 197,315 shares | Other securities | — | $197K | $2.4M | 1.2% | |
| GREATGRAY TRUST EURO GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.2% | |
| Northern Trust Collective MSCI ACWI ex-US IMI Index Fund 15,173 shares | Common Collective Trusts | — | $15K | $2.3M | 1.1% | |
| NT COL ACWI XUS I MT IX DCNL 4 NORTHERN TRUST · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $2.3M | 1.1% | |
| Mass Mutual Mid Cap Growth Fund 117,200 shares | Other securities | — | $117K | $2.2M | 1.1% | |
| Maturities through May 2032; interest * Participant Loans rates of 4.25% - 9.50% | Bonds / Notes | — | — | $2.1M | 1.0% | |
| T ROWE PRICE RT 2065 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | $122K | $1.8M | 0.9% | |
| Northern Trust Collective Extended Market Index Fund 9,170 shares | Common Collective Trusts | — | $9K | $1.8M | 0.9% | |
| NT COL EXTD EQ MKT IDX DC NL 4 NORTHERN TRUST · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $1.8M | 0.9% | |
| MFS New Discovery Value Fund 77,092 shares | Mutual Funds | — | $77K | $1.4M | 0.7% | |
| Northern Trust Collective Aggregate Bond Index Fund 7,175 shares | Common Collective Trusts | — | $7K | $769K | 0.4% | |
| NT COLL AGG BD IDX FD - NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $769K | 0.4% | |
| T ROWE PRICE RT 2020 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | $26K | $686K | 0.3% | |
| Principal Small Cap Growth Fund 35,209 shares | Other securities | — | $35K | $523K | 0.3% | |
| T ROWE PRICE RT 2005 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | $3K | $65K | <0.1% | |
| T ROWE PRICE RT 2015 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | $2K | $50K | <0.1% | |
| T ROWE PRICE RT 2010 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $22K | <0.1% | |
| Metropolitan West Total Return Bond Fund 497 shares | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
