How big is BUSH Investment Group, LLC DBA's plan?

BUSH Investment Group, LLC DBA's plan reported $722K in assets and 11 participants for 2024.

Original filing (PDF)20250929142415NAL0015326691001

BUSH Investment Group, LLC DBA

Name: BUSH Investment Group, LLC DBA — BUSH Wealth, Form 5500 (2024)
Creator: BUSH Investment Group, LLC DBA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BUSH Wealth Management 401(k) Plan & Trust

401(k) retirement plan · BUSH Investment Group, LLC DBA's BUSH Wealth Management 401(k) Plan & Trust held $722K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$722K

Net assets (EOY)

$722K

People on this filing

Courtney Gooding signed BUSH Investment Group, LLC DBA's 2024 Form 5500 as plan administrator.

Courtney Gooding — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BUSH Investment Group, LLC DBA's EIN is 20-1504576.

EIN 20-1504576

Plan number 001

Plan year 2024

ACK ID 20250929142415NAL0015326691001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BUSH Investment Group, LLC DBA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BUSH Investment Group, LLC DBA's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUSH INVESTMENT GROUP, LLC DBA.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score