Plan Ledger DOL Form 5500 · updated monthly

Bush Holdings Leasing, Inc.401(k)

BUSH TRUCK LEASING INC. 401(K) PROFIT SHARING PLAN AND TRUST · MASON, OH · plan year 2024

Reported admin expense ratio · 2024
0.15%

Bush Holdings Leasing, Inc. reported $5,122 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. 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 rose from 0.12% to 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Ohio (2,772nd of 3,295), and 1,853rd of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$3,506,279
Participants with balances389
Active participants421
Employer contributions—
Employee contributions$744,955
Employer contribution per active participant—
Average account balance$9,014
Benefits paid to participants$765,661
Plan auditUnmodified (clean) audit opinion
AuditorCLARK SCHAEFER HACKETT AND CO.
Plan history3
Yearassets · accounts · employer contribution
2024$3.5M · 389 accts
2023$3.1M · 346 accts
2022$2.3M · 334 accts
Administrative expenses, itemized · 2024
Investment management$5,122
Total administrative$5,122
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
BKS FINANCIAL INVESTMENTS LLC DBA B · Investment advisory (plan)$16,621

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

Administrative cost history3
2024$5,122 · 0.15%
2023$1,799 · 0.07%
2022$2,760 · 0.12%
Same employer
Similar plansTransportation & Warehousing · Ohio
Whitacre Logistics LLC OH$4.0M · 0.89%
Ted Ruck Company OH$3.9M · 0.71%
Dick Lavy Trucking, Inc OH$3.8M · 0.93%
Budco Group, Inc. OH$3.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311758773 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.