Back to filter
Original filing (PDF)20250716082203NAL0002233059001
BUSH BROTHERS & COMPANY
Form 5500
FILING_RECEIVED
BUSH BROTHERS & COMPANY EMPLOYEES' 401(K) PLAN AND TRUST AGREEMENT
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
722
Accounts w/ balance
727
Plan assets (EOY)
$66.3M
Net assets (EOY)
$66.3M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUSH BROTHERS & COMPANY.
Plan sponsor
Name
BUSH BROTHERS & COMPANY
EIN
62-0145910
Address
1016 E WEISGARBER ROAD · KNOXVILLE, TN · 37909
Phone
(865) 558-5448
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-16
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $83K | — |
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $60K | — |
Investments
25 direct securities · 1 pooled fund· $66.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$64.3M
25 holdings
Common Collective Trust
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $14.0M | 21.2% | |
| Fidelity International Index Fidelity 0 | — | — | — | $7.2M | 10.9% | |
| American Century Growth R6 American Century 0 | — | — | — | $6.6M | 10.0% | |
| Dodge & Cox Income Fund I Dodge & Cox 0 | — | — | — | $6.0M | 9.1% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $5.3M | 8.0% | |
| American Funds US Government Sec R6 American Funds 0 | — | — | — | $4.3M | 6.5% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $3.4M | 5.2% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $3.4M | 5.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $3.4M | 5.1% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | — | — | — | $2.7M | 4.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $2.2M | 3.3% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $1.9M | 2.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.4M | 2.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.2M | 1.7% | |
| JHancock International Growth R6 John Hancock 0 | — | — | — | $923K | 1.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $669K | 1.0% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $427K | 0.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $335K | 0.5% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $224K | 0.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $153K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $143K | 0.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $142K | 0.2% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $124K | 0.2% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $46K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $14K | <0.1% | |
| Calvert U.S. Large Cap Core Respon Ind I Calvert 0 | — | — | — | $10K | <0.1% |