Bush Brothers & Company Employees' 401(k) Plan And Trust Agreement
Sponsored by Bush Brothers & Company · EIN 620145910 · Plan #003
- Total assets
- $66.3M
- Net assets
- $66.3M
- Active participants
- 722
- With balances
- 727
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Direct payment from the plan, Other fees | $82,752 |
| One Digital Investment Advisors | Direct payment from the plan, Investment advisory (plan) | $60,000 |