Plan Ledger DOL Form 5500 · updated monthly

Bush Brothers & Company401(k)

BUSH BROTHERS & COMPANY EMPLOYEES' 401(K) PLAN AND TRUST AGREEMENT · KNOXVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.23%

Bush Brothers & Company reported $142,752 in plan administrative expenses for 2024: 0.23% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.26% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 237th-largest of 1,496 plans among Tennessee employers on file, and the 2,564th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$66,279,225
Participants with balances727
Active participants722
Employer contributions—
Employee contributions$3,862,809
Employer contribution per active participant—
Average account balance$91,168
Benefits paid to participants$3,784,605
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$66.3M · 727 accts
2023$57.9M · 704 accts
2022$50.6M · 697 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,752
Investment management$60,000
Total administrative$142,752
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ASCENSUS LLC · Recordkeeping$82,752
ONE DIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$60,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Ascensus
2023Ascensus

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Administrative cost history3
2024$142,752 · 0.23%
2023$145,209 · 0.27%
2022$153,114 · 0.26%
Same employer
Similar plansManufacturing · Tennessee
Southern Towing Company TN$70.5M · 0.05%
Techmer Pm, LLC TN$69.1M · 0.21%
The Carlstar Group LLC TN$68.9M · 0.35%
Microport Orthopedics Inc. TN$66.6M · 0.18%
Nuclear Fuel Services, Inc. TN$65.5M · 0.06%
Miller Industries, Inc. TN$63.1M · 0.37%
Kasai North America, Inc. TN$55.7M · 0.79%
Southern Champion Tray, L P TN$55.4M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620145910 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.