Buchanan Street Partners, LP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Buchanan Street Partners, LP
  • Sponsor EIN: 330906747
  • Sponsor Address: 3501 JAMBOREE ROAD, NEWPORT BEACH, CA, 92660
  • Plan Type: 401(k)
  • Total Participants: 27
  • Total Assets: $5.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202427$5.9M$89,139$464,464
202328$4.7M$100,000$418,820
202222$3.5M$100,000$380,260

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