# Busch Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/busch-group-llc-401k-plan-002-7644

> Busch Group, LLC's 401(k) plan: 3,155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$85,042|—|$85,042|

| HIGHTOWER SECURITIES LLC|ADVISOR|$40,140|—|$40,140|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,011|—|$5,011|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $130,193

- **Estimated Expense Ratio:** 0.398% of plan assets

### 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|—|—|

## Similar Plans

- [Pebble Beach Company](https://planprovider.pro/companies/pebble-beach-company-401k-plan) — 1,970 participants

- [Montage Hotels And Resorts, LLC](https://planprovider.pro/companies/montage-hotels-and-resorts-llc-401k-plan) — 4,443 participants

- [Board Of Trustees, East Bay Restaurant & Tavern](https://planprovider.pro/companies/east-bay-restaurant-tavern-retirement-plan-plan) — 1,764 participants

- [Azul Hospitality, LLC](https://planprovider.pro/companies/azul-hospitality-llc-401k-plan) — 1,748 participants

- [Zmc Hotels, LLC](https://planprovider.pro/companies/zmc-hotels-llc-401k-plan) — 1,665 participants

- [Board Of Trustees, San Diego Unite - Here Pension Fund](https://planprovider.pro/companies/board-of-trustees-san-diego-unite-here-pension-fund-plan) — 1,560 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/busch-group-llc-401k-plan-002-7644)

© 2026 PlanProvider.Pro