# Bella Automotive Group, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/bella-automotive-group-ltd-401k-plan

> Bella Automotive Group, Ltd.'s 401(k) plan: 460 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bella Automotive Group, Ltd.

- **Sponsor EIN:** 650185597

- **Sponsor Address:** 5895 NW 167TH STREET, MIAMI, FL, 33015

- **Plan Type:** 401(k)

- **Total Participants:** 460

- **Total Assets:** $17.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|460|$17.3M|$151,459|$1.8M|

| 2023|448|$14.8M|$178,749|$1.8M|

| 2022|440|$11.7M|$161,798|$1.8M|

## 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|

| MERRILL LYNCH|INVESTMENT ADVISOR|$24,347|—|$24,347|

| JOHN HANCOCK LIFE INSURANCE CO|RECORDKEEPER|$11,800|—|$11,800|

| BDO USA P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISOR

- [JOHN HANCOCK LIFE INSURANCE CO](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [BDO USA P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $36,147

- **Estimated Expense Ratio:** 0.209% 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|$142,472|$48,695|$65,501|—|—|

| 2023|$99,077|$39,925|$53,432|—|—|

| 2022|$86,810|$35,436|—|—|$51,374|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bella-automotive-group-ltd-401k-plan)

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