# Bush Brothers & Company DB Plan
Source: https://planprovider.pro/companies/bush-brothers-company-plan-001

> Bush Brothers & Company's DB plan: 650 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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