Sponsor portfolio
WILLIAM G. BUCHANAN, LLC DBA BUCHANAN FINANCIAL
EIN 84-4324940Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$233K assets
Welfare
0
Participants
3
1225 NORTH LOOP WEST, SUITE 216 - HOUSTON, TX 77008713-701-9692
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BUCHANAN FINANCIAL 401(K) PLAN | 401k | $233K | 3 | 2025 |
Retirement plans