Stable plan record

BUSH WEALTH MANAGEMENT 401(K) PLAN & TRUST

Sponsored by BUSH INVESTMENT GROUP, LLC DBA · EIN/PN 201504576-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$3,753
Administrative cost per participant
2025
$79
Active participants
2025
12
Total plan assets
2025
$1,011,713
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260527094159NAL000798358400112$3,753
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.