Form 5500 Search

BUCKINGHAM STRATEGIC

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
94
Active participants
422,475
Total plan assets
$121.1B
Filings (rows)
94
Direct comp
$2.0M
Indirect comp
$253K

SERVICES PROVIDED

Other75
Advisor / Consultant18
Broker1

Top plans served

All 94 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
16,617$14.4B$11K
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Other
NONE
14,959$11.8B$22K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
11,221$9.1B$6K
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
WESTLAKE, TX
Other
NONE
32,145$8.9B$6K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
9,692$7.6B$12K
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
SCPMG KEOGH PLAN
PASADENA, CA
Other
NONE
10,636$6.8B$11K
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
LOUISVILLE, KY
Other
NONE
44,251$6.4B$5K
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401(K) PLAN
SALT LAKE CITY, UT
Other
NONE
68,371$6.0B$9K
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
SCPMG KEOGH PLAN
PASADENA, CA
Other
NONE
10,078$5.6B$23K
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401(K) PLAN
SALT LAKE CITY, UT
Other
NONE
46,680$3.6B$18K
INTUIT INC.
INTUIT INC. 401(K) PLAN
MOUNTAIN VIEW, CA
Other
NONE
20,635$3.1B$2K
BLACK & VEATCH HOLDING COMPANY
BLACK & VEATCH RETIREMENT PROGRAM
OVERLAND PARK, KS
Other
NONE
7,191$2.7B$6K
BLACK & VEATCH HOLDING COMPANY
BLACK & VEATCH RETIREMENT PROGRAM
OVERLAND PARK, KS
Other
NONE
6,796$2.3B$10K
FOLEY & LARDNER LLP
FOLEY & LARDNER LLP DEFINED CONTRIBUTION RETIREMENT PLAN
MILWAUKEE, WI
Other
NONE
2,109$1.7B$18K
FOLEY & LARDNER LLP
FOLEY & LARDNER LLP DEFINED CONTRIBUTION RETIREMENT PLAN
MILWAUKEE, WI
Other
NONE
2,089$1.5B$18K
WASHINGTON PERMANENTE MEDICAL GROUP, P.C.
WPMG 401(K) RETIREMENT SAVINGS PLAN
RENTON, WA
Other
NONE
1,654$1.5B$7K
CADENCE DESIGN SYSTEMS INC
CADENCE DESIGN SYSTEMS, INC. 401(K) PLAN
SAN JOSE, CA
Other
NONE
3,437$1.5B$7K
ANDERSEN CORPORATION
ANDERSEN 401K PLAN
BAYPORT, MN
Other
NONE
13,271$1.5B$6K
OLIN CORPORATION
OLIN CORPORATION RETIREMENT SAVINGS PLAN
CLAYTON, MO
Other
NONE
6,731$1.4B$7K
FOLEY & LARDNER LLP
FOLEY & LARDNER LLP DEFINED CONTRIBUTION RETIREMENT PLAN
MILWAUKEE, WI
Other
NONE
2,033$1.3B$17K
WASHINGTON PERMANENTE MEDICAL GROUP, P.C.
WPMG 401(K) RETIREMENT SAVINGS PLAN
RENTON, WA
Other
NONE
1,713$1.3B$8K
WASHINGTON PERMANENTE MEDICAL GROUP, P.C.
WPMG 401(K) RETIREMENT SAVINGS PLAN
RENTON, WA
Other
NONE
1,760$1.1B$17K
RADIOLOGY PARTNERS, INC.
RADIOLOGY PARTNERS, INC. PARTNER PLAN
AUSTIN, TX
Other
NONE
1,428$1.0B$69K
WILSON SONSINI GOODRICH & ROSATI, PC
WSGR 401(K) AND PROFIT SHARING PLAN
PALO ALTO, CA
Other
NONE
1,984$1.0B$26K
WILSON SONSINI GOODRICH & ROSATI, PC
WSGR 401(K) AND PROFIT SHARING PLAN
PALO ALTO, CA
Other
NONE
2,099$879.3M$225K
TAFT STETTINIUS & HOLLISTER LLP
TAFT STETTINIUS & HOLLISTER LLP THRIFT SAVINGS & RETIREMENT PLAN
CINCINNATI, OH
Broker
BROKERAGE
1,468$848.9M$5K
RADIOLOGY PARTNERS, INC.
RADIOLOGY PARTNERS, INC. PARTNER PLAN
EL SEGUNDO, CA
Other
NONE
1,400$843.3M$77K
FAEGRE DRINKER BIDDLE & REATH LLP
FAEGRE DRINKER RETIREMENT SAVINGS PLAN 2
MINNEAPOLIS, MN
Other
NONE
1,274$772.7M$7K
DAVIS WRIGHT TREMAINE LLP
DAVIS WRIGHT TREMAINE LLP 401(K) PROFIT SHARING PLAN
SEATTLE, WA
Other
NONE
1,468$747.7M$8K
WILSON SONSINI GOODRICH & ROSATI, PC
WSGR 401(K) AND PROFIT SHARING PLAN
PALO ALTO, CA
Other
NONE
2,130$747.5M$22K
BRADLEY ARANT BOULT CUMMINGS LLP
BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN
BIRMINGHAM, AL
Other
NONE
1,172$694.3M$9K
FAEGRE DRINKER BIDDLE & REATH LLP
FAEGRE DRINKER RETIREMENT SAVINGS PLAN 2
MINNEAPOLIS, MN
Other
NONE
1,308$689.9M$6K
RADIOLOGY PARTNERS, INC.
RADIOLOGY PARTNERS, INC. PARTNER PLAN
EL SEGUNDO, CA
Other
NONE
1,379$676.9M$44K
DAVIS WRIGHT TREMAINE LLP
DAVIS WRIGHT TREMAINE LLP 401(K) PROFIT SHARING PLAN
SEATTLE, WA
Other
NONE
1,428$671.5M$6K
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C.
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN
MEMPHIS, TN
Other
SELF-DIRECTED INV. ADVIS
1,160$627.6M$27K
FAEGRE DRINKER BIDDLE & REATH LLP
FAEGRE DRINKER RETIREMENT SAVINGS PLAN 1
MINNEAPOLIS, MN
Other
NONE
1,363$623.0M$9K
FAEGRE DRINKER BIDDLE & REATH LLP
FAEGRE DRINKER RETIREMENT SAVINGS PLAN 2
MINNEAPOLIS, MN
Other
NONE
1,359$590.7M$6K
BRADLEY ARANT BOULT CUMMINGS LLP
BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN
BIRMINGHAM, AL
Other
NONE
1,109$590.4M$7K
DAVIS WRIGHT TREMAINE LLP
DAVIS WRIGHT TREMAINE LLP 401(K) PROFIT SHARING PLAN
SEATTLE, WA
Other
NONE
1,447$586.6M$5K
SSI (U.S.) INC. DBA SPENCER STUART
SPENCER STUART RETIREMENT BENEFITS PLAN
CHICAGO, IL
Other
NONE
1,046$568.4M$9K
NETJETS INC.
NETJETS INC. 401(K) PLAN
COLUMBUS, OH
Other
NONE
2,587$557.7M$8K
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C.
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN
MEMPHIS, TN
Other
SELF-DIRECTED INV. ADVIS
1,089$556.9M$35K
BRADLEY ARANT BOULT CUMMINGS LLP
BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN
BIRMINGHAM, AL
Other
NONE
1,001$502.3M$7K
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C.
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN
MEMPHIS, TN
Other
SELF-DIRECTED INV. ADVIS
1,031$501.3M$45K
SSI U.S INC DBA SPENCER STUART
SPENCER STUART RETIREMENT BENEFITS PLAN
CHICAGO, IL
Other
NONE
1,122$437.1M$8K
RADIOLOGY PARTNERS INC
RADIOLOGY PARTNERS, INC. 401(K) PROFIT SHARING PLAN
AUSTIN, TX
Other
NONE
4,389$412.4M$17K
RADIOLOGY PARTNERS INC
RADIOLOGY PARTNERS, INC. 401(K) PROFIT SHARING PLAN
EL SEGUNDO, CA
Other
NONE
4,991$358.9M$23K
RADIOLOGY PARTNERS INC
RADIOLOGY PARTNERS, INC. 401(K) PROFIT SHARING PLAN
EL SEGUNDO, CA
Other
NONE
5,049$311.7M$51K
TAYLOR FRESH FOODS, INC.
TAYLOR FRESH FOODS, INC. 401(K) PLAN
SALINAS, CA
Advisor / Consultant
INVESTMENT ADVISORY
12,597$281.1M$17K
CENTAURI, LLC
CENTAURI, LLC 401(K) PLAN
CHANTILLY, VA
Other
NONE
1,313$260.7M$6K
PAGE SOUTHERLAND PAGE, INC
PAGE SOUTHERLAND PAGE 401(K) PLAN
DALLAS, TX
Other
NONE
1,322$241.7M$6K
TAYLOR FRESH FOODS, INC.
TAYLOR FRESH FOODS, INC. 401(K) PLAN
SALINAS, CA
Advisor / Consultant
INVESTMENT ADVISORY
11,715$233.0M$69K
NEAL, GERBER & EISENBERG LLP
NEAL, GERBER & EISENBERG PROFIT SHARING/401(K) PLAN
CHICAGO, IL
Other
NONE
216$182.9M$17K
NEAL, GERBER & EISENBERG LLP
NEAL, GERBER & EISENBERG PROFIT SHARING/401(K) PLAN
CHICAGO, IL
Other
NONE
221$174.4M$15K
NEAL, GERBER & EISENBERG LLP
NEAL, GERBER & EISENBERG PROFIT SHARING/401(K) PLAN
CHICAGO, IL
Other
NONE
215$148.7M$15K
JACKSON KELLY PLLC
JACKSON KELLY PLLC 401(K) PROFIT SHARING PLAN
CHARLESTON, WV
Advisor / Consultant
CONSULTANT
289$147.4M$19K
JACKSON KELLY PLLC
JACKSON KELLY PLLC 401(K) PS PLAN TRUST
CHARLESTON, WV
Advisor / Consultant
CONSULTANT
275$130.3M$16K
TRA-MINW, P.S.
TRA-MINW, P.S. 401(K) PROFIT SHARING PLAN AND TRUST
TACOMA, WA
Other
NONE
427$123.5M$7K
EMERGENCY PHYSICIANS OF TIDEWATER, P.L.C.
EMERGENCY PHYSICIANS OF TIDEWATER, PLC 401(K) & PROFIT SHARING PLAN
NORFOLK, VA
Other
NONE
159$118.9M$8K
JACKSON KELLY PLLC
JACKSON KELLY PLLC 401(K) PS PLAN TRUST
CHARLESTON, WV
Advisor / Consultant
CONSULTANT
274$116.6M$12K
EMERGENCY PHYSICIANS OF TIDEWATER, P.L.C.
EMERGENCY PHYSICIANS OF TIDEWATER, PLC 401(K) & PROFIT SHARING PLAN
NORFOLK, VA
Other
NONE
136$99.3M$16K
KAUFMAN, ROSSIN & CO., P.A.
KAUFMAN ROSSIN 401(K) PLAN
MIAMI, FL
Other
NONE
570$91.8M$111K
WEST COUNTY RADIOLOGICAL GROUP, INC
WEST COUNTY RADIOLOGICAL GROUP, INC. PROFIT SHARING PLAN
ST. LOUIS, MO
Other
NONE
153$83.5M$6K
COLLIERS MORTGAGE HOLDINGS LLC
COLLIERS MORTGAGE HOLDINGS LLC EMPLOYEE 401(K) PLAN
MINNEAPOLIS, MN
Other
NONE
276$65.2M$5K
WICHITA SURGICAL SPECIALISTS, P.A.
WICHITA SURGICAL SPECIALISTS, P.A. 401(K) PLAN
WICHITA, KS
Other
NONE
201$54.7M$8K
NEUROSURGICAL ASSOCIATES, LTD
NEUROSURGICAL ASSOCIATES, LTD. PROFIT SHARING PLAN
PHOENIX, AZ
Other
NONE
234$46.0M$12K
THE PICTSWEET COMPANY
THE PICTSWEET COMPANY 401(K) RETIREMENT PLAN
BELLS, TN
Other
SERVICE PROVIDER
1,138$41.7M$0
NEUROSURGICAL ASSOCIATES, LTD
NEUROSURGICAL ASSOCIATES, LTD. PROFIT SHARING PLAN
PHOENIX, AZ
Other
NONE
172$37.5M$24K
THE PICTSWEET COMPANY
THE PICTSWEET COMPANY 401(K) RETIREMENT PLAN
BELLS, TN
Other
SERVICE PROVIDER
1,183$35.9M$0
KANSAS CITY UROLOGY CARE P.A.
KANSAS CITY UROLOGY CARE P.A. 401(K) PLAN
LENEXA, KS
Advisor / Consultant
INVESTMENT ADVISOR
174$35.9M$22K
SUN COAST RESOURCES, INC.
SUN COAST RESOURCES, INC. RETIREMENT SAVINGS PLAN
HOUSTON, TX
Advisor / Consultant
ADVISOR
768$35.7M$59K
A.W. HOLDINGS LLC D/B/A BENCHMARK HUMAN SERVICES
AWS 401(K) PROFIT SHARING PLAN
FORT WAYNE, IN
Other
NONE
2,019$30.1M$18K
THE PICTSWEET COMPANY
THE PICTSWEET COMPANY 401(K) RETIREMENT PLAN
BELLS, TN
Other
SERVICE PROVIDER
1,241$29.2M$0
HEARD MCELROY & VESTAL, L.L.C.
HEARD, MCELROY & VESTAL, L.L.C. 401(K) PROFIT SHARING PLAN
SHREVEPORT, LA
Other
NONE
155$29.2M$13K
HEARD MCELROY & VESTAL, L.L.C.
HEARD, MCELROY & VESTAL, L.L.C. 401K PLAN
SHREVEPORT, LA
Other
NONE
139$25.9M$12K
ROCKFORD MANUFACTURING COMPANY
ROCKFORD MANUFACTURING COMPANY SAVINGS PLAN
ROCKFORD, TN
Advisor / Consultant
ADVISOR
121$18.7M$65K
ROCKFORD MANUFACTURING COMPANY
ROCKFORD MANUFACTURING COMPANY SAVINGS PLAN
ROCKFORD, TN
Advisor / Consultant
ADVISOR
134$18.3M$71K
GATEWAY TICKETING SYSTEMS, INC.
GATEWAY TICKETING SYSTEMS, INC. 401(K) PLAN
GILBERTSVILLE, PA
Other
NONE
148$17.0M$33K
ROCKFORD MANUFACTURING COMPANY
ROCKFORD MANUFACTURING COMPANY SAVINGS PLAN
ROCKFORD, TN
Advisor / Consultant
ADVISOR
153$16.5M$79K
GATEWAY TICKETING SYSTEMS, INC.
GATEWAY TICKETING SYSTEMS, INC. 401(K) PLAN
GILBERTSVILLE, PA
Other
NONE
122$13.6M$32K
COLUSA INDIAN COMMUNITY COUNCIL
COLUSA INDIAN COMMUNITY COUNCIL 401(K) PROFIT SHARING PLAN
COLUSA, CA
Advisor / Consultant
ADVISOR
184$12.7M$13K
COLUSA INDIAN COMMUNITY COUNCIL
COLUSA INDIAN COMMUNITY COUNCIL 401(K) PROFIT SHARING PLAN
COLUSA, CA
Advisor / Consultant
ADVISOR
180$11.2M$12K
SITEWORX HOLDINGS, LLC
SHIFT7 DIGITAL 401(K) PLAN
CARY, NC
Advisor / Consultant
INVESTMENT ADVISOR
66$10.0M$779
COLUSA INDIAN COMMUNITY COUNCIL
COLUSA INDIAN COMMUNITY COUNCIL 401(K) PROFIT SHARING PLAN
COLUSA, CA
Advisor / Consultant
ADVISOR
163$9.4M$14K
SITEWORX LLC DBA SHIFT7 DIGITAL
SHIFT7 DIGITAL 401(K) PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
122$8.5M$2K
MONTGOMERY GENERAL HEALTH CARE SYSTEM, INC.
MONTGOMERY GENERAL HEALTH CARE SYSTEM, INC. 401(K) PROFIT SHARING PLAN
MONTGOMERY, WV
Other
NONE
377$6.8M$25K
MONTGOMERY GENERAL HEALTH CARE SYSTEM, INC.
MONTGOMERY GENERAL HEALTH CARE SYSTEM, INC. 401(K) PROFIT SHARING PLAN
MONTGOMERY, WV
Other
NONE
281$6.5M$23K
MONTGOMERY GENERAL HEALTH CARE SYSTEM, INC.
MONTGOMERY GENERAL HEALTH CARE SYSTEM, INC. 401(K) PROFIT SHARING PLAN
MONTGOMERY, WV
Other
NONE
390$6.2M$24K
LIFESERVICES MANAGEMENT CORPORATION
LIFESERVICES MANAGEMENT CORPORATION 401(K) PLAN
ERIE, PA
Other
NONE
20$5.7M$32K
SPORCLE INC
SPORCLE INC 401(K) PROFIT SHARING PLAN & TRUST
SEATTLE, WA
Advisor / Consultant
ADVISOR
739$1.7M$10K
VILLA HEALTH CARE, INC.
VILLA HEALTH CARE PROFIT SHARING PLAN
SHERMAN, IL
Other
NONE
116$602K$5K
VILLA HEALTH CARE, INC.
VILLA HEALTH CARE PROFIT SHARING PLAN
SHERMAN, IL
Other
NONE
108$564K$6K
VILLA HEALTH CARE, INC.
VILLA HEALTH CARE PROFIT SHARING PLAN
SHERMAN, IL
Other
NONE
119$520K$6K
NORTH OLYMPIC HEALTHCARE NETWORK
NORTH OLYMPIC HEALTHCARE NETWORK 401(K) PLAN
PORT ANGELES, WA
Advisor / Consultant
INVESTMENT ADVISOR
0$0$18K