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Original filing (PDF)20231222164648NAL0004785729001
BUSCH GROUP, LLC
Form 5500
FILING_RECEIVED
THE BUSCH GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.2 mo
Active participants
2
Accounts w/ balance
0
Plan assets (EOY)
$21.8M
Net assets (EOY)
$21.8M
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
95
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.2 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUSCH GROUP, LLC.
Plan sponsor
Name
BUSCH GROUP, LLC
EIN
33-0221239
Address
2532 DUPONT DRIVE · IRVINE, CA · 92612
Phone
(949) 271-2685
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-12-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $65K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS LLC | — | CHICAGO, IL | INVESTMENT ADVISOR | $6K | — |
| GWFS EQUITIES INC | — | GREENWOOD VILLAGE, CO | INVESTMENT ADVISOR | $75 | — |
| GWFS EQUITIES INC | — | GREENWOOD VILLAGE, CO | INVESTMENT ADVISOR | $20 | — |
| GWFS EQUITIES INC | — | GREENWOOD VILLAGE, CO | INVESTMENT ADVISOR | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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