How big is Buchanan & Co. PLLC's plan?

Buchanan & Co. PLLC's plan reported $547K in assets and 5 participants for 2024.

Original filing (PDF)20250602160247NAL0027974802001

Buchanan & Co. PLLC

Name: Buchanan & Co. PLLC — Buchanan & Co 401(k), Form 5500 (2024)
Creator: Buchanan & Co. PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Buchanan & Co 401(k)

401(k) retirement plan · Buchanan & Co. PLLC's Buchanan & Co 401(k) held $547K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$547K

Net assets (EOY)

$547K

People on this filing

Steve Buchanan signed Buchanan & Co. PLLC's 2024 Form 5500 as plan administrator.

Steve Buchanan — 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

Buchanan & Co. PLLC's EIN is 27-2209487.

EIN 27-2209487

Plan number 001

Plan year 2024

ACK ID 20250602160247NAL0027974802001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Buchanan & Co. PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Buchanan & Co. PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUCHANAN & CO. PLLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

BUCHANAN & CO. PLLC

EIN

all filings

Address

2650 FM 407 E STE 145-140 · BARTONVILLE, TX · 76226

Phone

(940) 455-2084

Industry

CPA Offices· Professional & Technical Services

Plan administrator