Plan Snapshot
- Plan Sponsor: Bella International, LLC
- Sponsor EIN: 660257653
- Sponsor Address: PO BOX 190816, SAN JUAN, PR, 009190816
- Plan Type: DC
- Total Participants: 597
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 597 | $18.8M | $1.0M | $1.3M |
| 2023 | 577 | $15.8M | $958,532 | $1.2M |
| 2022 | 556 | $12.8M | $970,461 | $1.2M |
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 | TRUST & RECORDKEEPING FEE | $60,270 | $111,332 | $171,602 |
| POPULAR SECURITIES, INC. | INV. CONSULTING | — | $44,627 | $44,627 |
| DRIVEN, PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DRIVEN, PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $216,229
- Estimated Expense Ratio: 1.149% 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 | $107,794 | — | — | — | — |
| 2023 | $96,900 | — | — | — | — |
| 2022 | $88,111 | — | — | — | — |