Plan Snapshot
- Plan Sponsor: Bush Brothers & Company
- Sponsor EIN: 620145910
- Sponsor Address: 1016 E WEISGARBER ROAD, KNOXVILLE, TN, 37909
- Plan Type: DB
- Total Participants: 650
- Total Assets: $232.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 650 | $232.8M | $0 | $0 |
| 2023 | 653 | $219.2M | $6.7M | $0 |
| 2022 | 639 | $196.3M | $8.8M | $0 |
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 |
|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT, LLC | NONE | $1,526,265 | — | $1,526,265 |
| REGIONS MORGAN KEEGAN TRUST | NONE | $130,967 | — | $130,967 |
| COULTER AND JUSTUS, PC | Auditor | $4,100 | — | $4,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JANNEY MONTGOMERY SCOTT, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,661,332
- Estimated Expense Ratio: 0.714% 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 | $1,664,298 | $1,526,265 | — | $4,100 | — |
| 2023 | $1,450,422 | $1,330,231 | — | $2,300 | — |
| 2022 | $1,015,235 | $893,235 | $117,803 | — | $2,050 |