How big is Buttonwood Wealth LLC's plan?

Buttonwood Wealth LLC's plan reported $1.0M in assets and 5 participants for 2024.

Original filing (PDF)20250416093624NAL0008134640001

Buttonwood Wealth LLC

Name: Buttonwood Wealth LLC — Buttonwood Wealth 401(k), Form 5500 (2024)
Creator: Buttonwood Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Buttonwood Wealth 401(k) Plan

401(k) retirement plan · Buttonwood Wealth LLC's Buttonwood Wealth 401(k) Plan held $1.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Jeffrey HAHN signed Buttonwood Wealth LLC's 2024 Form 5500 as plan administrator.

Jeffrey HAHN — 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

Buttonwood Wealth LLC's EIN is 83-0889263.

EIN 83-0889263

Plan number 001

Plan year 2024

ACK ID 20250416093624NAL0008134640001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Buttonwood Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Buttonwood Wealth LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUTTONWOOD WEALTH LLC.

Finding similar companies…

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

BUTTONWOOD WEALTH LLC

EIN

all filings

Address

27 W. BOSCAWEN STREET · WINCHESTER, VA · 22601

Phone

(540) 662-5233

Industry

Finance & Insurance

Plan administrator