How big is Jennifer Buchanan Orthodontics' plan?

Jennifer Buchanan Orthodontics' plan reported $4.6M in assets and 6 participants for 2024.

Original filing (PDF)20251001110603NAL0014162576001

Jennifer Buchanan Orthodontics

Name: Jennifer Buchanan Orthodontics — Jennifer Buchanan, Form 5500 (2024)
Creator: Jennifer Buchanan Orthodontics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jennifer Buchanan Orthodontics 401(k) Plan

401(k) retirement plan · Jennifer Buchanan Orthodontics' Jennifer Buchanan Orthodontics 401(k) Plan held $4.6M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Jennifer S. Buchanan signed Jennifer Buchanan Orthodontics' 2024 Form 5500 as plan administrator.

Jennifer S. Buchanan — 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

Jennifer Buchanan Orthodontics' EIN is 75-2658232.

EIN 75-2658232

Plan number 002

Plan year 2024

ACK ID 20251001110603NAL0014162576001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jennifer Buchanan Orthodontics' 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 JENNIFER BUCHANAN ORTHODONTICS.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

JENNIFER BUCHANAN ORTHODONTICS

EIN

all filings

Address

900 GRAY BRANCH ROAD · MCKINNEY, TX · 75071

Phone

(972) 542-4412

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator