# Bush Brothers & Company DC Plan
Source: https://planprovider.pro/companies/bush-brothers-company-plan-003

> Bush Brothers & Company's DC plan: 722 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:** 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|—|—|

## Similar Plans

- [Bush Brothers & Company](https://planprovider.pro/companies/bush-brothers-company-plan-001) — 650 participants

- [Chairmans Foods, LLC](https://planprovider.pro/companies/chairmans-foods-llc-plan) — 351 participants

- [The Pictsweet Company](https://planprovider.pro/companies/the-pictsweet-company-401k-plan) — 1,138 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bush-brothers-company-plan-003)

© 2026 PlanProvider.Pro