Plan Snapshot
- Plan Sponsor: Bush Brothers & Company
- Sponsor EIN: 620145910
- Sponsor Address: 1016 E WEISGARBER ROAD, KNOXVILLE, TN, 37909
- Plan Type: DC
- Total Participants: 722
- Total Assets: $66.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 722 | $66.3M | $0 | $3.9M |
| 2023 | 710 | $57.9M | $0 | $3.6M |
| 2022 | 705 | $50.6M | $0 | $3.4M |
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 | $82,752 | — | $82,752 |
| ONE DIGITAL INVESTMENT ADVISORS | NONE | $60,000 | — | $60,000 |
| COULTER & JUSTUS, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,752
- Estimated Expense Ratio: 0.215% 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 | $142,752 | $60,000 | $82,752 | — | — |
| 2023 | $145,209 | $60,000 | $85,209 | — | — |
| 2022 | $153,114 | $60,000 | $93,114 | — | — |