Assets by plan
Share of aggregate retirement assets
75%top
Sponsor portfolio
DALE BUCKNER, INC.
EIN 75-1897957financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
20
301 S POLK, SUITE 420 - AMARILLO, TX 79101806-358-7977dalebuckner.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 20 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DALE BUCKNER, INC. RETIREMENT PLAN AND TRUST
CashBalance
Assets$1.6M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DALE BUCKNER, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$536K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DALE BUCKNER, INC. RETIREMENT PLAN AND TRUST | CashBalance | $1.6M | 7 | 2025 | |
| 001 | DALE BUCKNER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $536K | 13 | 2025 |
Retirement plans