Plan Ledger DOL Form 5500 · updated monthly

Bella International, LLCProfit-sharing plan

BELLA INTERNATIONAL EMPLOYEE RETIREMENT PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Bella International, LLC reported $107,794 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,756 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 3 years on file its reported administrative ratio has held roughly steady near 0.62%. 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 73rd-largest of 323 plans among PR employers on file, and the 1,556th of 5,215 in retail trade. In 2024, employees put in $1.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,794,462
Participants with balances625
Active participants597
Employer contributions$1,048,436
Employee contributions$1,349,496
Employer contribution per active participant$1,756
Average account balance$30,071
Benefits paid to participants$1,323,637
Plan auditUnmodified (clean) audit opinion
AuditorDRIVEN, PSC
Plan history3
Yearassets · accounts · employer contribution
2024$18.8M · 625 accts · $1.0M emplr
2023$15.7M · 582 accts · $959K emplr
2022$12.7M · 549 accts · $970K emplr
Employer contributions to the Bella International, LLC plan · 2024
Employer contribution per active participant$1,756
Median for plans this size$2,416
2024$1,756 per active participant
2023$1,661 per active participant
2022$1,745 per active participant

Bella International, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. 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
BPPR - POPULAR FIDUCIARY SERVICES · Trustee$60,270
POPULAR SECURITIES, INC.indirect comp

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

Administrative cost history3
2024$107,794 · 0.62%
2023$96,900 · 0.68%
2022$88,111 · 0.65%
Same employer
Similar plansRetail Trade · PR
Novus, Inc. PR$16.4M · 0.69%
Hvph Motor Corp. PR$12.4M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660257653 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.