The Retirement Plan For Employees Of Bush Brothers & Company
Sponsored by Bush Brothers & Company · EIN 620145910 · Plan #001
- Total assets
- $233M
- Net assets
- $233M
- Active participants
- 650
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Janney Montgomery Scott, Llc | Investment management | $1,526,265 |
| Regions Morgan Keegan Trust | Trustee (institutional) | $130,967 |