# Sons Bavarian LLC Dba Bmw/Mini Of South Atlanta 401(k) Plan
Source: https://planprovider.pro/companies/sons-bavarian-llc-dba-bmw-mini-of-south-atlanta-401k-plan

> Sons Bavarian LLC Dba Bmw/Mini Of South Atlanta's 401(k) plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sons Bavarian LLC Dba Bmw/Mini Of South Atlanta

- **Sponsor EIN:** 263902245

- **Sponsor Address:** 3621 VININGS SLOPE SE, ATLANTA, GA, 30339

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

- **Total Participants:** 99

- **Total Assets:** $2.7M

## 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|99|$2.7M|$30,602|$319,786|

| 2023|101|$2.1M|$25,481|$291,840|

| 2022|103|$1.7M|$21,086|$262,471|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$9,971|—|$9,971|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,971

- **Estimated Expense Ratio:** 0.370% 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|$10,250|—|$279|—|—|

| 2023|$7,538|—|—|—|—|

| 2022|$5,548|—|$5,548|—|—|

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