Plan Ledger DOL Form 5500 · updated monthly

Bella Automotive Group, LTD.401(k)

BELLA AUTOMOTIVE GROUP LIMITED 401(K) PLAN · MIAMI, FL · plan year 2024

Reported admin expense ratio · 2024
0.89%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Bella Automotive Group, LTD. reported $142,472 in plan administrative expenses for 2024: 0.89% of average plan assets, higher than ~90% of peers. Employer contributions averaged $329 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.71% to 0.89%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,242nd-largest of 3,644 plans among Florida employers on file, and the 1,680th of 5,215 in retail trade. In 2024, employees put in $11.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,327,628
Participants with balances580
Active participants460
Employer contributions$151,459
Employee contributions$1,788,104
Employer contribution per active participant$329
Average account balance$29,875
Benefits paid to participants$1,510,843
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.3M · 580 accts · $151K emplr
2023$14.8M · 525 accts · $179K emplr
2022$11.7M · 457 accts · $162K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,501
Investment management$48,695
Total administrative$142,472
The Bella Automotive Group, LTD. 401(k) match · 2024
Employer contribution per active participant$329
Median for plans this size$2,416
2024$329 per active participant
2023$399 per active participant
2022$368 per active participant

Bella Automotive Group, LTD.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JOHN HANCOCK LIFE INSURANCE CO · Recordkeeping · Investment management$11,800
MERRILL LYNCH · Investment advisory (participants)$24,347

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$142,472 · 0.89%
2023$99,077 · 0.75%
2022$86,810 · 0.71%
Same employer
Similar plansRetail Trade · Florida
Lynch Management Company FL$17.7M · 0.06%
Bill Jarrett Ford Inc. FL$17.6M · 0.13%
Acorn Stairlifts, Inc FL$17.5M · 0.57%
Curant Inc FL$17.1M · 0.04%
Tom Nehl Truck Company FL$16.9M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650185597 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.