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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 27 | $5.9M | $89,139 | $464,464 |
| 2023 | 28 | $4.7M | $100,000 | $418,820 |
| 2022 | 22 | $3.5M | $100,000 | $380,260 |