What public Form 5500 filings show about the BUSH Investment Group, LLC DBA 401(k) plan — and how to find and check your own account.
BUSH Investment Group, LLC DBA (EIN 20-1504576) reports BUSH WEALTH MANAGEMENT 401(K) PLAN & TRUST on its most recent Form 5500, with $722K in plan assets across 11 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full BUSH Investment Group, LLC DBA filing — schedules, fees, and providers.
BUSH Investment Group, LLC DBA’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask BUSH Investment Group, LLC DBAHR for the recordkeeper’s name and login.
