Assets by plan
Share of aggregate retirement assets
Filings through .
Buxton-Kubik-Dodd, Inc.
EIN 20-0081970architecture & planningLatest filing 2025
Plans
3
Retirement
2
$3.9M assets
Health & Benefits
1
Participants
88
3100 S. NATIONAL, SUITE 300 - SPRINGFIELD, MO 65804417-890-5543LinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $3.9M assets / 88 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BUXTON KUBIK DODD, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$3.1M
Participants58
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BUXTON-KUBIK-DODD, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$789K
Participants30
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BUXTON KUBIK DODD, INC MCF BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BUXTON KUBIK DODD, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $3.1M | 58 | 2024 |
| #002 | BUXTON-KUBIK-DODD, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $789K | 30 | 2025 |
- #001 · 401(k) · 202458
- #002 · ESOP · 202530
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BUXTON KUBIK DODD, INC MCF BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans