How big is Buchanan Group, Inc.'s plan?

Buchanan Group, Inc.'s plan reported $21.6M in assets and 364 participants for 2024.

Original filing (PDF)20251015102443NAL0005946272001

Buchanan Group, Inc.

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

Form 5500

FILING_RECEIVED

Buchanan Group, Inc. 401(k) Retirement Plan

401(k) retirement plan · Buchanan Group, Inc.'s Buchanan Group, Inc. 401(k) Retirement Plan held $21.6M in plan assets for 364 participants in 2024, with Nationwide as recordkeeper.

Active participants

364

Accounts w/ balance

204

Plan assets (EOY)

$21.6M

Net assets (EOY)

$21.6M

People on this filing

David Donaldson signed Buchanan Group, Inc.'s 2024 Form 5500 as plan administrator.

David Donaldson — 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 Group, Inc.'s EIN is 35-1698600.

EIN 35-1698600

Plan number 001

Plan year 2024

ACK ID 20251015102443NAL0005946272001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Buchanan Group, Inc.'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 BUCHANAN GROUP, INC..

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How this plan invests

This plan

45 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Plan sponsor

Name

BUCHANAN GROUP, INC.

EIN

all filings

Address

2020 MONTCALM ST. · INDIANAPOLIS, IN · 46202

Phone

(317) 396-2524

Industry

Other Services (ex. Public Admin)

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	RECORDKEEPER/CUSTODIAN	$51K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
ERISA SMART	45-5529798	VENTURA, CA	FIDCUCIARY TRUSTEE	$18K	—

Investments

45 direct securities· $21.6M(100% of reported assets)

Common Collective Trusts

$14.9M

10 holdings

Mutual Funds

$4.4M

29 holdings

Other securities

$1.9M

5 holdings

Common Stocks

$427K

1 holding

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$3.6M	16.5%
Vanguard Short-Term Bond Index Fund	Common Collective Trusts	—	—	$2.6M	12.0%
Vanguard Value Index Fund	Common Collective Trusts	—	—	$2.3M	10.8%
Vanguard Growth Index Fund	Common Collective Trusts	—	—	$2.3M	10.5%
USAA Nasdaq 100 Index Fund	Common Collective Trusts	—	—	$2.2M	10.2%
Fidelity Small Cap Index	Mutual Funds	—	—	$1.9M	8.6%
Vanguard Mid Cap Value Index Fund	Common Collective Trusts	—	—	$989K	4.6%
Nationwide Life Insurance Fixed Select Annuity Contract	Other securities	—	—	$962K	4.4%
Vanguard Small Cap Value Index Fund	Common Collective Trusts	—	—	$867K	4.0%
Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$590K	2.7%
participants maturing through 2029 n/a	Other securities	—	—	$464K	2.1%
Federated Hermes, Inc. Federated Hermes Government Obligations Fund	Common Stocks	—	—	$427K	2.0%
AB Large Cap Growth I	Other securities	—	—	$361K	1.7%
Vanguard Target Retirement 2020 Fund	Mutual Funds	—	—	$319K	1.5%
Vanguard Mid Cap Growth Index ** 543 Vanguard Total Bond Market Index Admiral Shares	Mutual Funds	—	—	$220K	1.0%
Vanguard Target Retirement 2045 Fund	Mutual Funds	—	—	$169K	0.8%
Vanguard Target Retirement 2035 Fund	Mutual Funds	—	—	$169K	0.8%
American Funds New World Fund Class R-6 Fund	Mutual Funds	—	—	$141K	0.7%
Vanguard Target Retirement 2055 Fund	Mutual Funds	—	—	$138K	0.6%
Principal Funds Principal Mid Cap Growth Fund Institutional Class Fund	Other securities	—	—	$101K	0.5%
DFA U.S. Micro Cap Portfolio Institutional Class Fund	Mutual Funds	—	—	$93K	0.4%
Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$78K	0.4%
DFA Global Equity Portfolio Institutional Class Fund	Mutual Funds	—	—	$68K	0.3%
Vanguard Target Retirement 2065 Fund	Mutual Funds	—	—	$66K	0.3%
Vanguard Target Retirement 2060 Fund	Mutual Funds	—	—	$64K	0.3%
Vanguard Target Retirement 2025 Fund	Mutual Funds	—	—	$53K	0.2%
Fidelity Emerging Markets Index ** 462 Metropolitan West Total Return Bond Fund Class I	Mutual Funds	—	—	$53K	0.2%
Vanguard Target Retirement Income Fund	Mutual Funds	—	—	$52K	0.2%
DFA U.S. Small Cap Portfolio Institutional Class Fund	Mutual Funds	—	—	$45K	0.2%
DFA Real Estate Securities Portfolio Institutional Class Fund	Mutual Funds	—	—	$45K	0.2%
DFA International Small Company Portfolio Institutional Class Fund	Mutual Funds	—	—	$43K	0.2%
Vanguard International Growth Fund Admiral Shares	Mutual Funds	—	—	$37K	0.2%
Vanguard Total International Bond Index Admiral Fund	Mutual Funds	—	—	$26K	0.1%
DFA International Core Equity Portfolio Institutional Class Fund	Mutual Funds	—	—	$22K	<0.1%
Principal Funds Principal High Yield Fund Institutional Class Fund	Other securities	—	—	$21K	<0.1%
DFA U.S. Vector Equity Portfolio Institutional Class Fund	Mutual Funds	—	—	$18K	<0.1%
Vanguard Mid Cap Index Fund	Common Collective Trusts	—	—	$14K	<0.1%
Vanguard Target Retirement 2070 Fund	Mutual Funds	—	—	$6K	<0.1%
DFA Emerging Markets Core Equity Portfolio Institutional Class Fund	Mutual Funds	—	—	$6K	<0.1%
DFA Large Cap International Portfolio Institutional Class Fund	Mutual Funds	—	—	$5K	<0.1%
American Funds The Growth Fund of America Class R-6 717 BlackRock iShares MSCI EAFE International Index 104 BNY Mellon Bond Market Index Fund	Common Collective Trusts	—	—	$5K	<0.1%
Vanguard Intermediate -Term Investment Grade Fund	Mutual Funds	—	—	$5K	<0.1%
DFA Inflation-Protected Securites Portfolio Institutional Class Fund	Mutual Funds	—	—	$4K	<0.1%
Vanguard Target Retirement 2030 Fund	Mutual Funds	—	—	$4K	<0.1%
Vanguard Small Cap Value Index Fund Admiral Shares	Common Collective Trusts	—	—	$3K	<0.1%