Original filing (PDF)20251002110948NAL0000581536001

TED BUCHAN & COMPANY, LLC

Name: TED BUCHAN & COMPANY, LLC — TED BUCHAN & COMPANY, LLC 401(K) PLAN, Form 5500 (2024)
Creator: TED BUCHAN & COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

TED BUCHAN & COMPANY, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TED BUCHAN & COMPANY, LLC.

Plan sponsor

Name

TED BUCHAN & COMPANY, LLC

EIN

35-2273981

Address

12396 WORLD TRADE DRIVE SUITE 112 · SAN DIEGO, CA · 92128

Phone

(858) 605-0686

Industry

Finance & Insurancesee 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

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

BOLSTER NETWORKS, INC.

BOLSTER NETWORKS 401(K) PLAN

$2.4M · 26 participants

DUMONT & BLAKE

DUMONT & BLAKE 401(K) PLAN

$2.4M · 8 participants

DIESSLIN GROUP, INC.

DIESSLIN GROUP INC PROFIT SHARING PLAN

$2.4M · 12 participants

LIFE LINE FINANCIAL GROUP LLC

LIFE LINE 401(K) PLAN

$2.4M · 45 participants

RETIREMENT VISIONS, LLC

RETIREMENT VISIONS, LLC 401(K) PLAN

$2.4M · 8 participants