The Busch Group 401(k) Plan
Sponsored by Busch Group, Llc · EIN 814437644 · Plan #002
- Total assets
- $32.7M
- Net assets
- $32.7M
- Active participants
- 3,155
- With balances
- 1,005
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $85,042 |
| Hightower Securities Llc | Investment advisory (plan) | $40,140 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,011 |