Original filing (PDF)20250909115531NAL0012573923001

KAUTZ BUCKLEY INDEPENDENT WEALTH MANAGEMENT, LLC

Name: KAUTZ BUCKLEY INDEPENDENT WEALTH MANAGEMENT, LLC — KAUTZ BUCKLEY 401(K) PLAN, Form 5500 (2024)
Creator: KAUTZ BUCKLEY INDEPENDENT WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

KAUTZ BUCKLEY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$215K

Net assets (EOY)

$215K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

KAUTZ BUCKLEY INDEPENDENT WEALTH MANAGEMENT, LLC

EIN

85-1829732all filings

Address

1961 WEHRLE DRIVE · SUITE 9 · WILLIAMSVILLE, NY · 14221

Phone

(716) 276-8480

Industry

Finance & Insurancesee all

Plan administrator