Buckner Int'l 403 B Retirement Savings Plan
Sponsored by Buckner International · EIN 750891443 · Plan #001
- Total assets
- $60.8M
- Net assets
- $60.8M
- Active participants
- 2,056
- With balances
- 938
Plan year beginning 01/01/2024 · Participant-directed brokerage accounts, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $57,705 |
| Sageview A | Consulting (general), Investment advisory (participants) | $20,455 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $10,749 |