Original filing (PDF)20251017164602NAL0007672961001

THE BUCKNER COMPANY, INC.

Name: THE BUCKNER COMPANY, INC. — THE BUCKNER COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE BUCKNER COMPANY, INC.

Form 5500

FILING_RECEIVED

THE BUCKNER COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BUCKNER COMPANY, INC..

Plan sponsor

Name

THE BUCKNER COMPANY, INC.

EIN

87-0257010

Address

6550 SOUTH MILLROCK DRIVE, SUITE 30 · SAT LAKE CITY, UT · 84121

Phone

(801) 937-6739

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-01-07

Filed

2025-10-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CANNON CAPITAL MANAGEMENT INC	—	SALT LAKE CITY, UT	INVESTMENT ADVISOR	$1K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.