Bmw Savings Plan
Sponsored by Bmw Of North America, Llc · EIN 222139469 · Plan #002
- Total assets
- $2.3B
- Net assets
- $2.3B
- Active participants
- 12,867
- With balances
- 14,336
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $703,419 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $680,753 |
| Aon Investments Usa Inc. | Investment advisory (participants), Investment advisory (plan) | $122,700 |
| Holland & Knight Llp | Legal | $60,443 |
| Aon Consulting, Inc. | Accounting | $35,000 |
| Crowe Llp | Accounting | $33,518 |
| Polsinelli | Legal | $17,550 |