Plan Snapshot
- Plan Sponsor: Busch Group, LLC
- Sponsor EIN: 814437644
- Sponsor Address: 2532 DUPONT DRIVE, IRVINE, CA, 92612
- Plan Type: 401(k)
- Total Participants: 3,155
- Total Assets: $32.7M
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 | 3,155 | $32.7M | $1.9M | $3.0M |
| 2023 | 1,525 | $24.8M | $920,925 | $1.8M |
| 2022 | 1,214 | $21.8M | $1.1M | $1.9M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $130,192 | $45,150 | — | — | — |
| 2023 | $75,270 | $20,751 | — | — | — |
| 2022 | $71,684 | $6,414 | $65,270 | — | — |