How big is Buttonwood Financial Group, LLC's plan?

Buttonwood Financial Group, LLC's plan reported $2.0M in assets and 14 participants for 2024.

Original filing (PDF)20250416153348NAL0002301763001

Buttonwood Financial Group, LLC

Name: Buttonwood Financial Group, LLC — Buttonwood, Form 5500 (2024)
Creator: Buttonwood Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Buttonwood Financial Group 401(k) Plan

401(k) retirement plan · Buttonwood Financial Group, LLC's Buttonwood Financial Group 401(k) Plan held $2.0M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Kelly Durante signed Buttonwood Financial Group, LLC's 2024 Form 5500 as plan administrator.

Kelly Durante — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Buttonwood Financial Group, LLC's EIN is 26-0043371.

EIN 26-0043371

Plan number 001

Plan year 2024

ACK ID 20250416153348NAL0002301763001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Buttonwood Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Buttonwood Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUTTONWOOD FINANCIAL GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score