# Rush Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rush-enterprises-inc-401k-plan

> Rush Enterprises, INC.'s 401(k) plan: 7,268 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FORVIS, LLP](https://planprovider.pro/provider/forvis-mazars-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|—|—|—|

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