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

BUSH Investment Group, LLC's plan reported $178K in assets and 4 participants for 2024.

Original filing (PDF)20250728150333NAL0003222384001

BUSH Investment Group, LLC

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

Form 5500-SF

FILING_RECEIVED

BUSH Investment Group, LLC 401(k) Plan

401(k) retirement plan · BUSH Investment Group, LLC's BUSH Investment Group, LLC 401(k) Plan held $178K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$178K

Net assets (EOY)

$178K

Plan identifiers

BUSH Investment Group, LLC's EIN is 92-1643386.

EIN 92-1643386

Plan number 001

Plan year 2024

ACK ID 20250728150333NAL0003222384001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BUSH Investment Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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