Plan Ledger DOL Form 5500 · updated monthly

Bmw Management, Inc.401(k)

THE BMW MANAGEMENT, INC. EMPLOYEE 401(K) PLAN · TEMECULA, CA · plan year 2025

Reported admin expense ratio · 2025
2.48%

Bmw Management, Inc. reported $14,020 in plan administrative expenses for 2025: 2.48% of average plan assets, above the peer median. 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 fell from 4.37% to 2.48%. The plan sits in the under $1M size bracket, benchmarked here against 55 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (8,985th of 9,483), and 1,856th of 2,240 in accommodation & food services. active participation has grown from 264 to 398 since 2022.

Plan summary
Net assets, end of year$657,271
Participants with balances90
Active participants398
Employer contributions—
Employee contributions$120,489
Employer contribution per active participant—
Average account balance$7,303
Benefits paid to participants$15,942
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$657K · 90 accts
2024$473K · 101 accts
2023$343K · 135 accts
2022$181K · 135 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$9,730
Investment management$4,290
Total administrative$14,020
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
JOHN HANCOCK LIFE INSURANCE CO USA · Recordkeeping · Investment management$9,430

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

Recordkeeper by year3
2025John Hancock
2024John Hancock
2023John Hancock

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

Administrative cost history4
2025$14,020 · 2.48%
2024$14,697 · 3.60%
2023$8,151 · 3.11%
2022$5,637 · 4.37%
Similar plansAccommodation & Food Services · California
Folktale Group LLC CA$764K · 1.76%
Plan Do See America Inc CA$689K · 1.33%
Panda Express (Pr), Inc CA$652K · 0.11%
Hennesseys Tavern, Inc. CA$552K · 1.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061666318 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.