AUMdb

Buchanan Technologies 401(k) Plan

Sponsored by Buchanan Technologies, Inc. · EIN 752282786 · Plan #002

Total assets
$8.5M
Net assets
$8.5M
Active participants
275
With balances
229

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Usi Consulting Group Sub-transfer agency fees, Finders' fees/placement fees, Distribution (12b-1) fees $36,628