Plan Snapshot
- Plan Sponsor: Bush Truck Leasing INC.
- Sponsor EIN: 311758773
- Sponsor Address: PERSONAL AND CONFIDENTIAL, MASON, OH, 45040
- Plan Type: DC
- Total Participants: 421
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 421 | $3.5M | $0 | $744,955 |
| 2023 | 447 | $3.1M | $0 | $613,575 |
| 2022 | 455 | $2.3M | $0 | $554,548 |
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 |
|---|---|---|---|---|
| BKS FINANCIAL INVESTMENTS LLC DBA B | INVESTMENT ADVISOR | $16,621 | — | $16,621 |
| CLARK SCHAEFER HACKETT AND CO. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,621
- Estimated Expense Ratio: 0.474% 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 | $5,122 | $5,122 | — | — | — |
| 2023 | $1,799 | — | — | — | — |
| 2022 | $2,760 | — | $2,760 | — | — |