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  1. Companies/
  2. Buckner Wealth Management, LLC

Filings through Oct 24, 2026.

Buckner Wealth Management, LLC

EIN 99-4988965-Information-Latest filing 2025
Plans
1
Retirement
1
$21K assets
Health & Benefits
0
Participants
2
2828 PICKETT RD, SUITE 100 - DURHAM, NC 27705919-650-4444
Plans on this EIN
1 filing
#001401(k)-$21K - 2 part

Plan summaries

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

Retirement#001

BUCKNER WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k)

Assets$21K
Participants2
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
#001BUCKNER WEALTH MANAGEMENT, LLC 401(K) PLAN401(k)$21K22025
  • BUCKNER WEALTH MANAGEMENT, LLC 401(K) PLAN$21K
    #001 · 401(k) · 20252
Retirement plans
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