Original filing (PDF)20250602124331NAL0017608128001

CRARY, BUCHANAN P.A.

Name: CRARY, BUCHANAN P.A. — CRARY, BUCHANAN P.A. SAVINGS PLAN, Form 5500 (2024)
Creator: CRARY, BUCHANAN P.A.

Form 5500-SF

FILING_RECEIVED

CRARY, BUCHANAN P.A. SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

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 CRARY, BUCHANAN P.A..

Plan sponsor

Name

CRARY, BUCHANAN P.A.

EIN

59-1548347

Address

759 SOUTHWEST FEDERAL HIGHWAY · STUART, FL · 34994

Phone

(772) 287-2600

Industry

Law Offices· 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

2025-06-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total 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 Law Offices plans

JACKSON WHITE, P.C.

JACKSON WHITE, P.C. 401(K) PLAN

$10.2M · 68 participants

BRANDT, STEINBERG, LEWIS & BLOND, LLP

BRANDT, STEINBERG, LEWIS & BLOND, LLP RETIREMENT SAVINGS PLAN

$10.2M · 16 participants

ZASHIN & RICH CO., L.P.A.

ZASHIN & RICH CO., L.P.A. 401(K) PROFIT SHARING PLAN

$10.2M · 23 participants

MCCARTHY LEGAL SERVICES, LLC

SPRINGFIELD SERVICES 401K PLAN

$10.2M · 34 participants

MADISON, MROZ, STEINMAN, KENNY & OLEXY, P.A.

MADISON, MROZ, STEINMAN, KENNY & OLEXY, P.A. 401(K) PLAN