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  1. Companies/
  2. Buckley Financial Planning, LLC

Filings through Oct 24, 2026.

Buckley Financial Planning, LLC

EIN 46-0826036-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Health & Benefits
0
Participants
5
137 E DUBLIN GRANVILLE ROAD SUITE A - WORTHINGTON, OH 43085614-840-0100buckleyfp.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.3M - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

BUCKLEY FINANCIAL PLANNING, LLC 401(K) PLAN

401(k)

Assets$1.3M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BUCKLEY FINANCIAL PLANNING, LLC 401(K) PLAN401(k)$1.3M52025
  • BUCKLEY FINANCIAL PLANNING, LLC 401(K) PLAN$1.3M
    #001 · 401(k) · 20255
Retirement plans
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