YUNI Bocio signed BUCK Design, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BUCK Design, LLC's EIN is 47-4568608.
Download the official 2024 Form 5500 (PDF) for BUCK Design, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BUCK Design, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.6M | 17.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.2M | 15.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.5M | 11.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.4M | 11.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.4M | 6.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.3M | 6.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.2M | 5.6% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $992K | 4.8% | |
| DFA US CORE EQUITY 1 PORT INST | Registered Investment Companies | — | — | $811K | 3.9% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $395K | 1.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $368K | 1.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $345K | 1.7% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $344K | 1.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $309K | 1.5% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $246K | 1.2% | |
| DFA US SUSTAINABILITY CORE 1 | Registered Investment Companies | — | — | $233K | 1.1% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $181K | 0.9% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $175K | 0.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $160K | 0.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $155K | 0.7% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $110K | 0.5% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $83K | 0.4% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $45K | 0.2% | |
| POLEN GROWTH INSTL | Registered Investment Companies | — | — | $40K | 0.2% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $34K | 0.2% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $18K | <0.1% | |
| JPMORGAN STRATEGIC INC OPP R5 | Registered Investment Companies | — | — | $16K | <0.1% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $15K | <0.1% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $10K | <0.1% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| PIMCO ALL ASSET I | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
