Plan Snapshot
- Plan Sponsor: Rush Enterprises, INC.
- Sponsor EIN: 742786267
- Sponsor Address: 555 IH 35 S, NEW BRAUNFELS, TX, 78130
- Plan Type: 401(k)
- Total Participants: 7,268
- Total Assets: $548.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 7,268 | $548.3M | $13.6M | $46.9M |
| 2023 | 7,608 | $484.4M | $13.0M | $44.9M |
| 2022 | 7,322 | $397.6M | $12.3M | $42.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $556,850 | — | $556,850 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $170,063 | — | $170,063 |
| FORVIS, LLP | ACCOUNTANT/AUDITOR | $26,250 | — | $26,250 |
| CAPFINANCIAL PARTNERS | INVESTMENT ADVISOR | $22,500 | — | $22,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- FORVIS, LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $775,663
- Estimated Expense Ratio: 0.141% 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 | $775,663 | $170,063 | $900 | $26,250 | — |
| 2023 | $608,924 | $110,869 | $2,100 | $24,675 | — |
| 2022 | $625,896 | $79,591 | — | — | — |