How big is BUCK Wealth Management, Inc.'s plan?

BUCK Wealth Management, Inc.'s plan reported $352K in assets and 4 participants for 2025.

Original filing (PDF)20260429220308NAL0024983538078

BUCK Wealth Management, Inc.

Name: BUCK Wealth Management, Inc. — BUCK Wealth, Form 5500 (2025)
Creator: BUCK Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BUCK Wealth Management 401(k) Plan

401(k) retirement plan · BUCK Wealth Management, Inc.'s BUCK Wealth Management 401(k) Plan held $352K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$352K

Net assets (EOY)

$352K

Plan identifiers

BUCK Wealth Management, Inc.'s EIN is 81-1636266.

EIN 81-1636266

Plan number 002

Plan year 2025

ACK ID 20260429220308NAL0024983538078

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for BUCK Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

BUCK Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUCK WEALTH MANAGEMENT, INC..

Finding similar companies…

Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score