Plan Snapshot
- Plan Sponsor: Bellamy Automotive Group, INC.
- Sponsor EIN: 581474852
- Sponsor Address: 145 INDUSTRIAL BLVD, MCDONOUGH, GA, 302536602
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $17.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 145 | $17.1M | $565,027 | $720,706 |
| 2023 | 138 | $14.9M | $684,961 | $726,318 |
| 2022 | 132 | $12.1M | $633,860 | $656,672 |
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 |
|---|---|---|---|---|
| KELLEY,SAMMONS,TOOLE & ELLISON, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $81,753 | $37,885 | $5,000 | — | — |
| 2023 | $71,572 | $31,197 | $7,454 | — | — |
| 2022 | $63,925 | $28,488 | $29,537 | — | $5,900 |