Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
n/a
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUTLER, BUCKLEY, DEETS, INC..
Plan sponsor
Name
BUTLER, BUCKLEY, DEETS, INC.
EIN
59-0376610
Address
6505 WATERFORD DISTRICT DR · STE 250 · MIAMI, FL · 331266009
Phone
(305) 262-0086
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Name
MARILU RIOS
EIN
85-1828091
City
MIAMI, FL
Phone
(305) 350-7700
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-28
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
