Plan Snapshot
- Plan Sponsor: Autogermana Bmw, INC.
- Sponsor EIN: 660519044
- Sponsor Address: PO BOX 195406, SAN JUAN, PR, 009195406
- Plan Type: DC
- Total Participants: 324
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 324 | $7.3M | $224,774 | $945,132 |
| 2023 | 311 | $5.8M | $185,912 | $868,809 |
| 2022 | 294 | $4.2M | $167,988 | $739,286 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BPPR-POPULAR FIDUCIARY SERVICES | TRUSTEE/RKEEPER | $5,911 | $2,156 | $8,067 |
| RSM PUERTO RICO | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,067
- Estimated Expense Ratio: 0.111% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $7,221 | — | — | — | — |
| 2023 | $2,655 | — | — | — | — |
| 2022 | $1,180 | — | — | — | — |