Buchanan Group, Inc. 401(k) Retirement Plan
Sponsored by Buchanan Group, Inc. · EIN 351698600 · Plan #001
- Total assets
- $21.6M
- Net assets
- $21.6M
- Active participants
- 364
- With balances
- 204
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lji Wealth Management, Llc CRD 145399 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Participant loan processing, Other services, Direct payment from the plan | $51,127 |
| Erisa Smart | Named fiduciary, Direct payment from the plan | $17,720 |
| Lji Wealth Management, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $17,716 |
| American Pension Advisors, Ltd. | Recordkeeping, Participant loan processing, Other services | $5,490 |