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Original filing (PDF)20250918155758NAL0001599649001
BUCHANAN & EDWARDS, INC.
Form 5500
FILING_RECEIVED
BUCHANAN & EDWARDS 401(K) PLAN
401(k) retirement plan
Active participants
203
Accounts w/ balance
274
Plan assets (EOY)
$30.5M
Net assets (EOY)
$30.5M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUCHANAN & EDWARDS, INC..
Plan sponsor
Name
BUCHANAN & EDWARDS, INC.
EIN
52-2046626
Address
8200 GREENSBORO DRIVE, SUITE 1100 · MCLEAN, VA · 22102
Phone
(703) 535-5511
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $55K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $51K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO LLP | 57-1157523 | — | ACCOUNTANT/AUDITOR | $19K | — |
Investments
33 direct securities · 1 pooled fund· $30.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$30.3M
33 holdings
Common Collective Trust
$288K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Mutual Fund NR | — | — | — | $4.9M | 16.1% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund NR | — | — | — | $3.9M | 12.7% | |
| Vanguard 500 Index Fund Mutual Fund NR | — | — | — | $3.3M | 10.8% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund NR | — | — | — | $2.2M | 7.2% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund NR | — | — | — | $2.2M | 7.1% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund NR | — | — | — | $1.9M | 6.3% | |
| AB Large Cap Growth Fund Mutual Fund NR | — | — | — | $1.9M | 6.2% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund NR | — | — | — | $1.4M | 4.6% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund NR | — | — | — | $1.4M | 4.6% | |
| Columbia Dividend Income Fund Mutual Fund NR | — | — | — | $853K | 2.8% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund NR | — | — | — | $833K | 2.7% | |
| Carillon Eagle Mid Cap Growth Fund Mutual Fund NR | — | — | — | $527K | 1.7% | |
| Baird Core Plus Bond Fund Mutual Fund NR | — | — | — | $492K | 1.6% | |
| Vanguard Mid Cap Index Fund Mutual Fund NR | — | — | — | $486K | 1.6% | |
| T. Rowe Price Overseas Stock Fund Mutual Fund NR | — | — | — | $446K | 1.5% | |
| Columbia Overseas Value Fund Mutual Fund NR | — | — | — | $412K | 1.3% | |
| Allspring Special Mid Cap Value Fund Mutual Fund NR | — | — | — | $396K | 1.3% | |
| American Funds New World Fund Mutual Fund NR | — | — | — | $373K | 1.2% | |
| Allspring Special Small Cap Value Fund Mutual Fund NR | — | — | — | $331K | 1.1% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $288K | 0.9% | |
| Nationwide Geneva Small Cap Growth Fund Mutual Fund NR | — | — | — | $259K | 0.8% | |
| Vanguard Total International Stock Index Fund Mutual Fund NR | — | — | — | $238K | 0.8% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund NR | — | — | — | $238K | 0.8% | |
| Various, bearing interest * Participant loans from 4.25% to 9.50% - | — | — | — | $227K | 0.7% | |
| Touchstone Large Cap Focused Fund Mutual Fund NR | — | — | — | $203K | 0.7% | |
| BlackRock High Yield Bond Portfolio Mutual Fund NR | — | — | — | $192K | 0.6% | |
| American Funds EuroPacific Growth Fund Mutual Fund NR | — | — | — | $190K | 0.6% | |
| Allspring Government Securities Fund Mutual Fund NR | — | — | — | $148K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund NR | — | — | — | $118K | 0.4% | |
| Thornburg Limited Term Income Fund Mutual Fund NR | — | — | — | $96K | 0.3% | |
| Vanguard Target Retirement Income Fund Mutual Fund NR | — | — | — | $80K | 0.3% | |
| American Funds Inflation Linked Bond Fund Mutual Fund NR | — | — | — | $37K | 0.1% | |
| Vanguard Small Cap Index Fund Mutual Fund NR | — | — | — | $26K | <0.1% | |
| Brandywine Global Opportunities Bond Fund Mutual Fund NR | — | — | — | $13K | <0.1% |
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