# Tom Bush Volkswagen, INC. Dba Tom Bush Regency Motors & Tom Bush Bmw 401(k) Plan
Source: https://planprovider.pro/companies/tom-bush-volkswagen-inc-401k-plan

> Tom Bush Volkswagen, INC. Dba Tom Bush Regency Motors & Tom Bush Bmw's 401(k) plan: 328 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tom Bush Volkswagen, INC. Dba Tom Bush Regency Motors & Tom Bush Bmw

- **Sponsor EIN:** 591290731

- **Sponsor Address:** 9850 ATLANTIC BLVD, JACKSONVILLE, FL, 322256536

- **Plan Type:** 401(k)

- **Total Participants:** 328

- **Total Assets:** $19.0M

## 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|328|$19.0M|$662,792|$1.6M|

| 2023|317|$16.5M|$696,291|$1.6M|

| 2022|260|$13.9M|$451,114|$1.3M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$19,576|—|$19,576|

| MORGAN STANLEY GLOBAL BA|INVESTMENT ADVISORY|$13,441|—|$13,441|

| MORGAN STANLEY GLOBAL|INVESTMENT ADVISORY|$6,243|—|$6,243|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY GLOBAL BA](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISORY

- [MORGAN STANLEY GLOBAL](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISORY

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $39,260

- **Estimated Expense Ratio:** 0.206% 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|$45,533|$19,679|$25,854|—|—|

| 2023|$47,621|$25,832|—|—|—|

| 2022|$30,919|$16,019|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tom-bush-volkswagen-inc-401k-plan)

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