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Filings through .

Buck Global, LLC

Matched across 10 name variants in the filings

Buck Global, LLC summary

Buck Global, LLC appears on 111 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $153.2B in assets for 1,240,041 participants. The median client plan holds $127M. Most client plans are sponsored in PA, NY and OH. The largest clients by plan assets are CVS Health Corporation, L3HARRIS Technologies, Inc. and Ford Motor Company. Plans reported $24.0M in direct and indirect compensation paid to Buck Global, LLC. The median is $107K per plan.

Participants
1,240,041
Median plan assets
$127M
Median plan participants
1,235
Median fees per plan
$107K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • PA24 plans
  • NY21 plans
  • OH10 plans
  • NC8 plans
  • NJ8 plans

Frequently asked questions

Who uses Buck Global, LLC?
111 retirement plans list Buck Global, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include CVS Health Corporation, L3HARRIS Technologies, Inc., Ford Motor Company and Eidp, Inc.. Most client plans are sponsored in PA, NY and OH.
How many plans does Buck Global, LLC serve?
Buck Global, LLC serves 111 retirement plans with $153.2B in plan assets and 1,240,041 participants, based on the latest Form 5500 filings through 2024.
What does Buck Global, LLC charge?
Plans reported $24.0M in total Schedule C compensation paid to Buck Global, LLC. The median plan paid $107K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served111-6 YoYRank #164 of mapped providers
Assets under administration$153.2B0.1%Rank #98 by share of filed assets
Fees received$24MMedian $107,122/planSum across Schedule C direct + indirect
Net wins YoY-216 won - 18 lostPlan-level switch detection

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  • Customer-base shape
  • Median fees per service
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  • Plans won and lost
  • Top plans by assets

Fund lineups on plans this firm keeps

Large plans that name Buck Global as recordkeeper and list their funds in their filing.

Plans
2
$524M in funds
In collective trusts
19%
average plan
In Buck Global funds
0%
average plan
In index funds
19%
average plan

Top managers in these lineups

Target-date series

None.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.