How big is Buffalo Exchange Ltd.'s plan?

Buffalo Exchange Ltd.'s plan reported $8.3M in assets and 796 participants for 2024.

Original filing (PDF)20250807164249NAL0002255235001

Buffalo Exchange Ltd.

Name: Buffalo Exchange Ltd. — Buffalo Exchange Ltd. 401(k), Form 5500 (2024)
Creator: Buffalo Exchange Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Buffalo Exchange Ltd. 401(k) Plan

401(k) retirement plan · Buffalo Exchange Ltd.'s Buffalo Exchange Ltd. 401(k) Plan held $8.3M in plan assets for 796 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

796

Accounts w/ balance

208

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

People on this filing

Jennifer Forster signed Buffalo Exchange Ltd.'s 2024 Form 5500 as plan administrator.

Jennifer Forster — 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

Buffalo Exchange Ltd.'s EIN is 86-0354518.

EIN 86-0354518

Plan number 002

Plan year 2024

ACK ID 20250807164249NAL0002255235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Buffalo Exchange Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Buffalo Exchange Ltd.'s 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 BUFFALO EXCHANGE LTD..

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How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Plan sponsor

Name

BUFFALO EXCHANGE LTD.

EIN

all filings

Address

203 E HELEN ST · TUCSON, AZ · 85705

Phone

(520) 622-2711

Industry

Retail Trade

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

2025-08-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$8K	—

Investments

24 direct securities· $8.3M(100% of reported assets)

Mutual Funds

$7.3M

20 holdings

Common Collective Trusts

$741K

1 holding

Other securities

$233K

3 holdings

					% of plan
Fidelity Freedom 2055 Fund K Mutual funds	Mutual Funds	—	—	$1.1M	13.4%
Fidelity Freedom 2050 Fund K Mutual funds	Mutual Funds	—	—	$933K	11.2%
Fidelity Freedom 2045 Fund K Mutual funds	Mutual Funds	—	—	$931K	11.2%
Fidelity Freedom 2035 Fund K Mutual funds	Mutual Funds	—	—	$889K	10.7%
Fidelity Contrafund Mutual funds	Mutual Funds	—	—	$824K	9.9%
Fidelity 500 Index Fund Mutual funds	Common Collective Trusts	—	—	$741K	8.9%
Fidelity Freedom 2060 Fund K Mutual funds	Mutual Funds	—	—	$528K	6.4%
Fidelity Balanced Fund Mutual funds	Mutual Funds	—	—	$457K	5.5%
Fidelity Freedom 2040 Fund K Mutual funds	Mutual Funds	—	—	$322K	3.9%
Fidelity Freedom 2030 Fund K Mutual funds	Mutual Funds	—	—	$307K	3.7%
Fidelity Freedom Income Mutual funds	Mutual Funds	—	—	$222K	2.7%
Fidelity Freedom 2065 Fund K Mutual funds	Mutual Funds	—	—	$199K	2.4%
Northern Small Cap Core Fund Mutual funds	Other securities	—	—	$179K	2.1%
PIMCO Total Return Fund Mutual funds	Mutual Funds	—	—	$155K	1.9%
Fidelity International Discovery Mutual funds	Mutual Funds	—	—	$140K	1.7%
Fidelity Freedom 2025 Fund K Mutual funds	Mutual Funds	—	—	$118K	1.4%
Fidelity Government Money Market Fund Cash equivalents including	Mutual Funds	—	—	$80K	1.0%
Fidelity Low-Priced Stock Mutual funds	Mutual Funds	—	—	$39K	0.5%
RBC Emerging Markets Equity Fund Mutual funds	Other securities	—	—	$37K	0.5%
Fidelity Freedom 2020 Fund K Mutual funds	Mutual Funds	—	—	$31K	0.4%
Putnam Large Cap Value Fund Mutual funds	Mutual Funds	—	—	$25K	0.3%
Cohen & Steers Realty Mutual funds	Other securities	—	—	$17K	0.2%
Fidelity Freedom 2015 Fund K Mutual funds	Mutual Funds	—	—	$16K	0.2%
Fidelity Freedom 2010 Fund K Mutual funds	Mutual Funds	—	—	$10K	0.1%