Plan Ledger DOL Form 5500 · updated monthly

Buckingham Asset Management, LLC401(k)

BUCKINGHAM ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN · ST. LOUIS, MO · plan year 2023

Reported admin expense ratio · 2023
0.01%

Buckingham Asset Management, LLC reported $7,062 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.005% to 0.008%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other finance & insurance employers. By assets it is the 188th-largest of 1,393 plans among Missouri employers on file, and the 1,005th of 4,798 in finance & insurance. active participation has grown from 566 to 631 since 2022.

Plan summary
Net assets, end of year$99,365,982
Participants with balances769
Active participants631
Employer contributions—
Employee contributions$6,627,902
Employer contribution per active participant—
Average account balance$129,215
Benefits paid to participants$4,567,280
Plan auditUnmodified (clean) audit opinion
AuditorA.C. EVANS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$99.4M · 769 accts
2022$81.0M · 749 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,856
Total administrative$7,062
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024Not separately reported
2023$7,062 · 0.01%
2022$4,347 · 0.01%
Same employer
Similar plansFinance & Insurance · Missouri
Eps Nass Parent, Inc. MO$76.3M · 0.23%
Country Club Bank MO$76.2M · 0.19%
Flat Branch Mortgage, Inc. MO$75.3M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208306720 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.