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Original filing (PDF)20251001051554NAL0015617184001
BUCK DESIGN, LLC
Form 5500
FILING_RECEIVED
BUCK DESIGN, LLC. 401(K) PENSION PLAN
401(k) retirement plan
Active participants
378
Accounts w/ balance
401
Plan assets (EOY)
$20.9M
Net assets (EOY)
$20.9M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUCK DESIGN, LLC.
Plan sponsor
Name
BUCK DESIGN, LLC
EIN
47-4568608
Address
120 S SAN PEDRO, 4TH FLOOR · LOS ANGELES, CA · 90012
Phone
(757) 349-3944
Industry
Professional & Technical Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANCHECK CPA'S LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
31 direct securities· $20.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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