Plan Snapshot
- Plan Sponsor: Bmw Management, INC.
- Sponsor EIN: 061666318
- Sponsor Address: 43172 BUSINESS PARK DRIVE, TEMECULA, CA, 92590
- Plan Type: 401(k)
- Total Participants: 377
- Total Assets: $473,228
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 | 377 | $473,228 | $0 | $134,087 |
| 2023 | 373 | $343,227 | $0 | $128,943 |
| 2022 | 264 | $181,029 | $0 | $125,412 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO USA | RECORDKEEPER | $10,710 | — | $10,710 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE CO USA — RECORDKEEPER
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,710
- Estimated Expense Ratio: 2.263% 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 | $14,697 | $3,203 | $11,494 | — | — |
| 2023 | $8,151 | $1,904 | $6,247 | — | — |
| 2022 | $5,637 | $955 | $4,682 | — | — |