Plan Snapshot
- Plan Sponsor: Busch-Transou, L.C.
- Sponsor EIN: 593387646
- Sponsor Address: 1314 SW 17TH ST, OCALA, FL, 34471
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 233 | $9.3M | $114,019 | $623,979 |
| 2023 | 241 | $8.0M | $113,374 | $635,059 |
| 2022 | 209 | $6.2M | $93,860 | $515,119 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $27,610 | — | $27,610 |
| MORGAN STANLEY SMITH BARNEY | RETAINED BY PLAN SPONSOR | $10,799 | — | $10,799 |
| THOMAS HOWELL FERGUSON P.A. | Auditor | $10,799 | — | $10,799 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — RETAINED BY PLAN SPONSOR
- THOMAS HOWELL FERGUSON P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,208
- Estimated Expense Ratio: 0.527% 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 | $42,832 | — | $32,033 | $10,799 | — |
| 2023 | $43,415 | — | $24,933 | — | — |
| 2022 | $48,857 | $6,526 | $26,794 | — | — |