Original filing (PDF)20250618144321NAL0001448611001

WILLIAM G. BUCHANAN, LLC DBA BUCHANAN FINANCIAL

Name: WILLIAM G. BUCHANAN, LLC DBA BUCHANAN FINANCIAL — BUCHANAN FINANCIAL 401(K) PLAN, Form 5500 (2024)
Creator: WILLIAM G. BUCHANAN, LLC DBA BUCHANAN FINANCIAL

Form 5500-SF

FILING_RECEIVED

BUCHANAN FINANCIAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$170K

Net assets (EOY)

$170K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM G. BUCHANAN, LLC DBA BUCHANAN FINANCIAL.

Plan sponsor

Name

WILLIAM G. BUCHANAN, LLC DBA BUCHANAN FINANCIAL

EIN

84-4324940all filings

Address

1225 NORTH LOOP WEST, SUITE 216 · HOUSTON, TX · 77008

Phone

(713) 701-9692

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator