Original filing (PDF)20250613161935NAL0017694337001

PATRICK M BUCHANAN AND COMPANY LLC

Name: PATRICK M BUCHANAN AND COMPANY LLC — PATRICK M BUCHANAN AND COMPANY LLC 401K, Form 5500 (2024)
Creator: PATRICK M BUCHANAN AND COMPANY LLC

Form 5500-SF

FILING_RECEIVED

PATRICK M BUCHANAN AND COMPANY LLC 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

Plan health score

Above-average plan

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATRICK M BUCHANAN AND COMPANY LLC.

Plan sponsor

Name

PATRICK M BUCHANAN AND COMPANY LLC

EIN

27-0274819all filings

Address

831 N MAIN ST · HAILEY, ID · 83333

Phone

(208) 721-1405

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator