Plan Snapshot
- Plan Sponsor: Bush Ross, P.A.
- Sponsor EIN: 592753805
- Sponsor Address: 1801 N HIGHLAND AVE, TAMPA, FL, 33602
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $37.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 111 | $37.4M | $957,234 | $1.2M |
| 2023 | 114 | $33.4M | $787,406 | $1.2M |
| 2022 | 109 | $27.9M | $682,890 | $926,804 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | Investment Advisor | — | $49,399 | $49,399 |
| RETIREMENT SOLUTIONS SPECIALISTS | Recordkeeper | — | $12,918 | $12,918 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,317
- Estimated Expense Ratio: 0.167% 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 | $4,044 | $1,394 | $2,400 | — | — |
| 2023 | $3,277 | — | $3,277 | — | — |
| 2022 | $2,028 | — | $2,028 | — | — |