Plan Ledger DOL Form 5500 · updated monthly

Buckley Futures LLC401(k)

VAUGHAN BUCKLEY CONSTRUCTION 401(K) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.67%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Buckley Futures LLC reported $22,405 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. Employer contributions averaged $2,068 per active participant. 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 2 years on file its reported administrative ratio fell from 1.00% to 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Pennsylvania (3,028th of 3,651), and 4,246th of 5,337 in construction. In 2024, employees put in $1.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,961,120
Participants with balances177
Active participants220
Employer contributions$455,007
Employee contributions$772,907
Employer contribution per active participant$2,068
Average account balance$22,379
Benefits paid to participants$408,071
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$4.0M · 177 accts · $455K emplr
2022$1.4M · 82 accts · $202K emplr
The Buckley Futures LLC 401(k) match · 2024
Employer contribution per active participant$2,068
Median for plans this size$1,313
2024$2,068 per active participant
2022$2,499 per active participant

Buckley Futures LLC's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20248
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$22,405
FIDELITY · Investment managementindirect comp
INVESCO · Investment managementindirect comp
DFA · Investment managementindirect comp
PIMCO FUNDS · Investment managementindirect comp
PGIM TOTAL · Investment managementindirect comp
INVESCO · Investment managementindirect comp
FRANKLIN · Investment managementindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$22,405 · 0.67%
2022$13,404 · 1.00%
Similar plansConstruction · Pennsylvania
Greenell Corporation PA$3.9M · 0.86%
J. K. Mechanical, Inc. PA$3.9M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270310644 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.