· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BUCHANAN WEALTH MANAGEMENT — BUCHANAN WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251009154822NAL0011293968001
BUCHANAN WEALTH MANAGEMENT
Form 5500-SF
FILING_RECEIVED
BUCHANAN WEALTH MANAGEMENT 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BUCHANAN WEALTH MANAGEMENT
.
Find decision makers
Plan sponsor
Name
BUCHANAN WEALTH MANAGEMENT
EIN
27-2413355
Address
11710 PLAZA AMERICA DRIVE · SUITE 2000 · RESTON, VA · 20190
Phone
(703) 956-2633
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
GREEN RIVER WEALTH MANAGEMENT, LLC DBA LUMOS WEALTH ADVISORS
LUMOS WEALTH ADVISORS EMPLOYEE RETIREMENT PLAN
$1.4M · 4 participants
HUTCHINGS FINANCIAL GROUP, INC.
HFG 401(K) PLAN
$1.4M · 2 participants
MANSUETO OFFICE INC
MANSUETO OFFICE 401(K) PLAN
$1.4M · 7 participants
ASPIRE CAPITAL ADVISORS LLC
ASPIRE CAPITAL ADVISORS LLC 401(K) RETIREMENT PLAN
$1.4M · 5 participants
GREEN SQUARE CAPITAL ADVISORS, LLC
GREEN SQUARE CAPITAL ADVISORS, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 11 participants
DEMMING FINANCIAL SERVICES CORPORATION
DEMMING FINANCIAL SERVICES, INC. PROFIT SHARING AND SAVINGS PLAN AND TRUST
$1.4M · 12 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
