Rush Enterprises, Inc. Employee 401(k) Plan
Sponsored by Rush Enterprises, Inc. · EIN 742786267 · Plan #001
- Total assets
- $548M
- Net assets
- $548M
- Active participants
- 7,268
- With balances
- 8,508
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $556,850 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $170,063 |
| Forvis, Llp | Accounting | $26,250 |
| Capfinancial Partners | Investment advisory (plan) | $22,500 |