Plan Ledger DOL Form 5500 · updated monthly

Bellamy Automotive Group, Inc.401(k)

BELLAMY AUTOMOTIVE GROUP, INC. 401K PLAN · MCDONOUGH, GA · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Bellamy Automotive Group, Inc. reported $81,753 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,897 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 0.51%. 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 952nd-largest of 2,160 plans among Georgia employers on file, and the 1,710th of 5,215 in retail trade. In 2024, employees put in $1.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,049,374
Participants with balances108
Active participants145
Employer contributions$565,027
Employee contributions$720,706
Employer contribution per active participant$3,897
Average account balance$157,865
Benefits paid to participants$848,263
Plan auditUnmodified (clean) audit opinion
AuditorKELLEY,SAMMONS,TOOLE & ELLISON, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.0M · 108 accts · $565K emplr
2023$14.9M · 108 accts · $685K emplr
2022$12.1M · 115 accts · $634K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,868
Investment management$37,885
Total administrative$81,753
The Bellamy Automotive Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,897
Median for plans this size$2,416
2024$3,897 per active participant
2023$4,963 per active participant
2022$4,802 per active participant

Bellamy Automotive Group, Inc.'s 2024 employer contribution ran above 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 · 20241
JOHN HANCOCK LIFE INSURANCE CO · Recordkeeping · Investment management$1,934

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$81,753 · 0.51%
2023$71,572 · 0.53%
2022$63,925 · 0.50%
Same employer
Similar plansRetail Trade · Georgia
Citi Trends, Inc. GA$18.9M · 0.20%
Pull-A-Part LLC GA$18.3M · 0.05%
Wayfield Foods, Inc. GA$17.8M · 0.14%
Vaden Holding, Inc. GA$17.7M · 0.66%
Currey & Company, Inc. GA$16.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581474852 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.