# Bmw Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bmw-management-inc-401k-plan

> Bmw Management, INC.'s 401(k) plan: 377 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/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|—|—|

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