# Busch-Transou, L.C. 401(k) Plan
Source: https://planprovider.pro/companies/busch-transou-l-c-401k-plan

> Busch-Transou, L.C.'s 401(k) plan: 233 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — RETAINED BY PLAN SPONSOR

- [THOMAS HOWELL FERGUSON P.A.](https://planprovider.pro/provider/thomas-howell-ferguson-pa) — 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|—|—|

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