# Buchanan & Edwards, INC. 401(k) Plan
Source: https://planprovider.pro/companies/buchanan-edwards-inc-401k-plan

> Buchanan & Edwards, INC.'s 401(k) plan: 203 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Buchanan & Edwards, INC.

- **Sponsor EIN:** 522046626

- **Sponsor Address:** 8200 GREENSBORO DRIVE, SUITE 1100, MCLEAN, VA, 22102

- **Plan Type:** 401(k)

- **Total Participants:** 203

- **Total Assets:** $30.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|203|$30.5M|$338,453|$1.6M|

| 2023|186|$26.7M|$345,952|$1.6M|

| 2022|185|$23.9M|$314,218|$1.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$55,454|—|$55,454|

| MORGAN STANLEY SMITH BARNEY LLC|INVESTMENT ADVISOR|$50,736|—|$50,736|

| APRIO LLP|ACCOUNTANT/AUDITOR|$19,425|—|$19,425|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

- [APRIO LLP](https://planprovider.pro/provider/aprio-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $125,615

- **Estimated Expense Ratio:** 0.411% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$125,615|$50,736|—|$19,425|—|

| 2023|$125,731|—|—|$20,445|—|

| 2022|$127,457|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/buchanan-edwards-inc-401k-plan)

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