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Original filing (PDF)20251013115410NAL0002671858001
RUSH ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
RUSH ENTERPRISES, INC. EMPLOYEE 401(K) PLAN
401(k) retirement plan
Active participants
7,268
Accounts w/ balance
8,508
Plan assets (EOY)
$548.3M
Net assets (EOY)
$548.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — 136% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUSH ENTERPRISES, INC..
Plan sponsor
Name
RUSH ENTERPRISES, INC.
EIN
74-2786267
Address
555 IH 35 S · NEW BRAUNFELS, TX · 78130
Phone
(830) 302-5200
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2S · Automatic enrollment
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $557K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $170K | — |
| CAPFINANCIAL PARTNERS | 26-0058143 | — | INVESTMENT ADVISOR | $23K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS, LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $26K | — |
Investments
28 direct securities · 2 pooled funds· $582.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$472.5M
26 holdings
Common Collective Trust
$71.3M
2 holdings
Common Collective Trusts
$34.6M
1 holding
Mutual Funds
$4.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG TARGET RET 2030 | — | — | $1.4M | $51.7M | 9.4% | |
| VANG TARGET RET 2040 | — | — | $1.2M | $50.9M | 9.3% | |
| VANG TARGET RET 2050 | — | — | $1.0M | $50.2M | 9.2% | |
| VANGUARD INST INDEX | — | — | $94K | $45.2M | 8.2% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | $2.2M | $38.7M | 7.1% | |
| * MIP II CL 1 | Common Collective Trusts | — | $34.6M | $34.6M | 6.3% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $32.6M | 5.9% | |
| VANG TARGET RET 2035 | — | — | $1.3M | $31.5M | 5.7% | |
| VANG TARGET RET 2055 | — | — | $504K | $28.0M | 5.1% | |
| VANG TARGET RET 2045 | — | — | $857K | $25.4M | 4.6% | |
| VANG VAL INDEX INST | — | — | $357K | $23.6M | 4.3% | |
| VANG TARGET RET 2025 | — | — | $1.2M | $21.7M | 4.0% | |
| CRLN E MID CAP GR R6 | — | — | $206K | $16.1M | 2.9% | |
| VANG TARGET RET 2020 | — | — | $600K | $15.9M | 2.9% | |
| VANG TARGET RET 2060 | — | — | $309K | $15.8M | 2.9% | |
| DODGE & COX INCOME X | — | — | $1.3M | $15.7M | 2.9% | |
| Participant Loans * Notes Receivable From Participants (Interest Rates of 3.25% to 9.50% With Various Maturity Due Dates) | — | — | — | $14.9M | 2.7% | |
| VANG TOT INTL STK IS | — | — | $80K | $10.2M | 1.9% | |
| VANG SM CAP IDX INST | — | — | $83K | $9.6M | 1.7% | |
| VANG MIDCAP IDX INST | — | — | $107K | $7.7M | 1.4% | |
| VANG TARGET RET 2065 | — | — | $228K | $7.7M | 1.4% | |
| MFS MID CAP VALUE R6 | — | — | $208K | $6.6M | 1.2% | |
| MFS INTL INTR VAL R6 | — | — | $170K | $6.1M | 1.1% | |
| VANG TARGET RET INC | — | — | $436K | $5.7M | 1.0% | |
| VANG TOT BD MKT INST | — | — | $508K | $4.8M | 0.9% | |
| AF EUROPAC GROWTH R6 | Mutual Funds | — | $84K | $4.5M | 0.8% | |
| PIF SMCP VAL II R6 | — | — | $357K | $4.1M | 0.7% | |
| PIF SMCP GRTH I R6 | — | — | $132K | $2.0M | 0.4% | |
| VANG TARGET RET 2070 | — | — | $37K | $985K | 0.2% | |
| FID ASSET MGR 50% 92 * FID GOVT MMKT K6 | — | — | $365K | $365K | <0.1% |