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Original filing (PDF)20251015123136NAL0002294403001
BUSCH GROUP, LLC
Form 5500
FILING_RECEIVED
THE BUSCH GROUP 401(K) PLAN
401(k) retirement plan
Active participants
3,155
Accounts w/ balance
1,005
Plan assets (EOY)
$32.7M
Net assets (EOY)
$32.7M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
100
Participation health
65
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
- Only 32% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUSCH GROUP, LLC.
Plan sponsor
Name
BUSCH GROUP, LLC
EIN
81-4437644
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
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $85K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHTOWER SECURITIES LLC | 36-4454225 | — | ADVISOR | $40K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Investments
33 direct securities· $32.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Investor Mutual Fund | — | — | — | $4.4M | 13.5% | |
| Fidelity Freedom Index 2025 Investor Mutual Fund | — | — | — | $3.8M | 11.6% | |
| Fidelity Freedom Index 2050 Investor Mutual Fund | — | — | — | $3.5M | 10.7% | |
| Fidelity Freedom Index 2040 Investor Mutual Fund | — | — | — | $3.4M | 10.3% | |
| Fidelity Freedom Index 2055 Investor Mutual Fund | — | — | — | $3.1M | 9.5% | |
| Fidelity Freedom Index 2045 Investor Mutual Fund | — | — | — | $2.8M | 8.6% | |
| Fidelity Freedom Index 2035 Investor Mutual Fund | — | — | — | $2.7M | 8.2% | |
| Fidelity Freedom Index 2020 Investor Mutual Fund | — | — | — | $1.6M | 4.8% | |
| Fidelity Freedom Index 2060 Investor Mutual Fund | — | — | — | $1.4M | 4.4% | |
| AB Large Cap Growth Fund Class Z Mutual Fund | — | — | — | $1.2M | 3.6% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.0M | 3.1% | |
| Participant Loans to participants, bearing interest at 4.25% to 9.50% | — | — | — | $501K | 1.5% | |
| Invesco Floating Rate ESG R6 Fund Mutual Fund | — | — | — | $389K | 1.2% | |
| Baron Real Estate Fund Retail Shares Mutual Fund | — | — | — | $365K | 1.1% | |
| GQG Partners Emerging Markets Equity I Mutual Fund | — | — | — | $328K | 1.0% | |
| Fidelity Freedom Index 2015 Investor Mutual Fund | — | — | — | $313K | 1.0% | |
| Fidelity Freedom Index 2065 Investor Mutual Fund | — | — | — | $257K | 0.8% | |
| Virtus SGA International Growth Fund Mutual Fund | — | — | — | $256K | 0.8% | |
| Fidelity Freedom Index 2010 Investor Mutual Fund | — | — | — | $247K | 0.8% | |
| Baron Small Cap Instl Fund Mutual Fund | — | — | — | $220K | 0.7% | |
| Lord Abbett High Yield Fund Class R6 Mutual Fund | — | — | — | $165K | 0.5% | |
| Voya Intermediate Bond Fund Class I Mutual Fund | — | — | — | $163K | 0.5% | |
| Fidelity Government Cash Reserves Mutual Fund | — | — | — | $132K | 0.4% | |
| Lord Abbett Short Duration Income R6 Mutual Fund | — | — | — | $101K | 0.3% | |
| iShares Russell Mid-Cap Index Fund Mutual Fund | — | — | — | $84K | 0.3% | |
| Columbia Dividend Opportunity Fund Class A Mutual Fund | — | — | — | $77K | 0.2% | |
| iShares Russell Small/Mid-Cap Index Fund Mutual Fund | — | — | — | $54K | 0.2% | |
| Fidelity Freedom Index Income Fund - Investor Class Mutual Fund | — | — | — | $51K | 0.2% | |
| GQG Partners Global Quality Equity Fund R6 Shares Mutual Fund | — | — | — | $38K | 0.1% | |
| Baron Growth Fund Institutional Shares Mutual Fund | — | — | — | $37K | 0.1% | |
| Lord Abbett Short Duration Income Fund Class R6 Mutual Fund | — | — | — | $32K | <0.1% | |
| Vanguard Selected Value Fund Investor Shares Mutual Fund | — | — | — | $22K | <0.1% | |
| Voya GNMA Income Fund Class A Mutual Fund | — | — | — | $5K | <0.1% |