Plan Snapshot
- Plan Sponsor: Buchanan Partners Corporation
- Sponsor EIN: 843425940
- Sponsor Address: 4747 BETHESDA AVENUE, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 21 | $9.6M | $130,452 | $307,639 |
| 2023 | 24 | $8.5M | $109,307 | $280,776 |
| 2022 | 38 | $7.5M | $138,445 | $403,955 |