Original filing (PDF)20251006153253NAL0002014339001

BMW OF NORTH AMERICA, LLC

Name: BMW OF NORTH AMERICA, LLC — BMW SAVINGS PLAN, Form 5500 (2024)
Creator: BMW OF NORTH AMERICA, LLC

Form 5500

FILING_RECEIVED

BMW SAVINGS PLAN

401(k) retirement plan

Signals · 1

7 service providers

Active participants

12,867

Accounts w/ balance

14,336

Plan assets (EOY)

$2.3B

Net assets (EOY)

$2.3B

How this plan invests

This plan

16 pooled trusts

Schedule D

171 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

7 bps in Schedule C fees — modestly above peer band of 5 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BMW OF NORTH AMERICA, LLC.

Plan sponsor

Name

BMW OF NORTH AMERICA, LLC

EIN

22-2139469

Address

300 CHESTNUT RIDGE ROAD · WOODCLIFF LAKE, NJ · 07677

Phone

(201) 307-4000

Industry

Wholesale Tradesee all

Plan administrator

Name

BMW SAVINGS PLAN COMMITTEE

EIN

20-0257434

City

WOODCLIFF LAKE, NJ

Phone

(201) 307-4000

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

CROWE, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$703K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$681K	—
AON INVESTMENTS USA INC.	36-3109431	—	INVESTMENT ADVISOR	$123K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CROWE LLP	35-0921680	—	ACCOUNTANT/AUDITOR	$34K	—

Actuary

Name	EIN	Location	Relation	Direct comp	Indirect comp
AON CONSULTING, INC.	22-2232264	—	ACTUARY	$35K	—

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp
HOLLAND & KNIGHT LLP	59-0663819	—	ATTORNEY/LEGAL	$60K	—
POLSINELLI	43-1064260	—	ATTORNEY/LEGAL	$18K	—

Investments

148 direct securities · 16 pooled funds· $2.6B(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$1.3B

16 holdings

Uncategorized

$1.2B

148 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
FID 500 INDEX Registered investment company	—	—	—	$354.4M	15.1%
JPMCB SR PB 2035 JP MORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001	Common Collective Trust	—	—	$170.9M	7.3%
SPARTAN 500 INDEX POOL Common collective trust	—	—	—	$167.1M	7.1%
FIDELITY GROWTH CO COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135	Common Collective Trust	—	—	$167.1M	7.1%
DODGE & COX STOCK Registered investment company	—	—	—	$158.1M	6.7%
JPMCB SR PB 2030 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001	Common Collective Trust	—	—	$152.5M	6.5%
BROKERAGELINK Self-directed brokerage account	—	—	—	$129.5M	5.5%
JPMCB SR PB 2040 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001	Common Collective Trust	—	—	$122.9M	5.2%
JPMCB SR PB 2050 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001	Common Collective Trust	—	—	$110.5M	4.7%
JPMCB SR PB 2045 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001	Common Collective Trust	—	—	$109.3M	4.7%
JPMCB SR PB 2055 CFA JP MORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001	Common Collective Trust	—	—	$91.8M	3.9%
FIDELITY MANAGED INCOME PORTFOLIO II CL4 Common collective trust	—	—	—	$83.1M	3.5%
MIP II CL 4 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025	Common Collective Trust	—	—	$83.1M	3.5%
FID GROWTH CO POOL Common collective trust	—	—	—	$81.3M	3.5%
SPARTAN 500 INDEX POOL CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 001	Common Collective Trust	—	—	$81.3M	3.5%
JPMCB SR PB 2025 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001	Common Collective Trust	—	—	$69.9M	3.0%
JPMCB SR PB 2060 CFA JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001	Common Collective Trust	—	—	$53.8M	2.3%
MFS INT EQUITY CL 3 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013	Common Collective Trust	—	—	$41.0M	1.8%
FID US BOND IDX Registered investment company	—	—	—	$40.7M	1.7%
maturing at various dates through 12/9/2034)	—	—	—	$38.6M	1.7%
FID GLB EX US IDX Registered investment company	—	—	—	$33.2M	1.4%
BLACKROCK TOTAL RETURN BOND FUND L BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 93-2706044 / PN 001	Common Collective Trust	—	—	$21.7M	0.9%
JPMCB SR PB 2020 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001	Common Collective Trust	—	—	$20.8M	0.9%
EMERGING MKTS IND Registered investment company	—	—	—	$14.1M	0.6%
AMERICAN FUNDS STRATEGIC BOND R-6 Registered investment company	—	—	—	$13.5M	0.6%
WESTERN ASSET CORE PLUS BOND HAND BENEFITS & TRUST · EIN 74-2008758 / PN 113	Common Collective Trust	—	—	$13.5M	0.6%
FIDELITY EXTENDED MARKET INDEX FUND Registered investment company	—	—	—	$12.4M	0.5%
GLOBAL EX US Registered investment company	—	—	—	$6.1M	0.3%
JPMCB SR PB INC CF-A JP MORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001	Common Collective Trust	—	—	$6.1M	0.3%
US BOND INDEX Registered investment company	—	—	—	$5.4M	0.2%
ROYAL CARIBBEAN CRUISES LTD Common stock	—	—	—	$2.9M	0.1%
MARVELL TECHNOLOGY INC Common stock	—	—	—	$2.8M	0.1%
EASTGROUP PPTYS INC Common stock	—	—	—	$2.2M	<0.1%
BBH STIF FUND Registered investment company	—	—	—	$1.9M	<0.1%
CARNIVAL CORP Common stock	—	—	—	$1.7M	<0.1%
CUSHMAN & WAKEFIELD PLC Common stock	—	—	—	$1.7M	<0.1%
VULCAN MATERIALS CO Common stock	—	—	—	$1.7M	<0.1%
AXON ENTERPRISE INC Common stock	—	—	—	$1.6M	<0.1%
TECHNIPFMC PLC Common stock	—	—	—	$1.5M	<0.1%
TYLER TECHNOLOGIES INC Common stock	—	—	—	$1.4M	<0.1%
CARLYLE GROUP INC (THE) Common stock	—	—	—	$1.3M	<0.1%
XPO INC Common stock	—	—	—	$1.3M	<0.1%
ZIONS BANCORP Common stock	—	—	—	$1.2M	<0.1%
ELF BEAUTY INC Common stock	—	—	—	$1.2M	<0.1%
PERFORMANCE FOOD GROUP CO Common stock	—	—	—	$1.2M	<0.1%
APOLLO GLOBAL MANAGEMENT INC Common stock	—	—	—	$1.2M	<0.1%
DOXIMITY INC Common stock	—	—	—	$1.2M	<0.1%
WESTERN ALLIANCE BANCORP Common stock	—	—	—	$1.2M	<0.1%
DYNATRACE INC Common stock	—	—	—	$1.2M	<0.1%
TALEN ENERGY CORP Common stock	—	—	—	$1.1M	<0.1%
NASDAQ INC Common stock	—	—	—	$1.1M	<0.1%
EMBRAER S A SPON ADR Common stock	—	—	—	$1.1M	<0.1%
CONFLUENT INC Common stock	—	—	—	$1.1M	<0.1%
SHARKNINJA INC Common stock	—	—	—	$1.1M	<0.1%
COMERICA INC Common stock	—	—	—	$1.1M	<0.1%
SKECHERS USA INC CL A Common stock	—	—	—	$1.1M	<0.1%
DOMINOS PIZZA INC Common stock	—	—	—	$1.1M	<0.1%
HERC HOLDINGS INC Common stock	—	—	—	$1.1M	<0.1%
BRIGHT HORIZONS FAMILY SOLUTIONS INC Common stock	—	—	—	$1.1M	<0.1%
FID GOV CASH RESERVE Registered investment company	—	—	—	$1.0M	<0.1%
VISTRA CORP Common stock	—	—	—	$1.0M	<0.1%
RANGE RESOURCES CORP Common stock	—	—	—	$1.0M	<0.1%
CHEMED CORP Common stock	—	—	—	$1.0M	<0.1%
STRIDE INC Common stock	—	—	—	$1.0M	<0.1%
MSCI INC Common stock	—	—	—	$1.0M	<0.1%
EXLSERVICE HOLDINGS INC Common stock	—	—	—	$983K	<0.1%
TOLL BROTHERS INC Common stock	—	—	—	$965K	<0.1%
MANHATTAN ASSOCIATES INC Common stock	—	—	—	$962K	<0.1%
CLEARWATER ANALYTICS HOLDINGS INC Common stock	—	—	—	$959K	<0.1%
MERCURY SYSTEMS INC Common stock	—	—	—	$946K	<0.1%
MUELLER INDUSTRIES INC Common stock	—	—	—	$927K	<0.1%
GE VERNOVA INC Common stock	—	—	—	$901K	<0.1%
EVEREST GROUP LTD Common stock	—	—	—	$886K	<0.1%
FLYWIRE CORP Common stock	—	—	—	$884K	<0.1%
AZEK CO INC Common stock	—	—	—	$874K	<0.1%
NEW FORTRESS ENERGY INC Common stock	—	—	—	$870K	<0.1%
COGNEX CORP Common stock	—	—	—	$857K	<0.1%
ARES MANAGEMENT CORP CL A Common stock	—	—	—	$852K	<0.1%
Q2 HOLDINGS INC Common stock	—	—	—	$846K	<0.1%
HELIOS TECHNOLOGIES INC Common stock	—	—	—	$844K	<0.1%
CF INDUSTRIES HOLDINGS INC Common stock	—	—	—	$836K	<0.1%
CASELLA WASTE SYS INC CL A Common stock	—	—	—	$827K	<0.1%
POOL CORP Common stock	—	—	—	$821K	<0.1%
PLANET FITNESS INC CL A Common stock	—	—	—	$819K	<0.1%
NVENT ELECTRIC PLC Common stock	—	—	—	$814K	<0.1%
INSULET CORP Common stock	—	—	—	$805K	<0.1%
EXACT SCIENCES CORP Common stock	—	—	—	$789K	<0.1%
ACV AUCTIONS INC CL A Common stock	—	—	—	$760K	<0.1%
DOORDASH INC Common stock	—	—	—	$757K	<0.1%
PURE STORAGE INC CL A Common stock	—	—	—	$755K	<0.1%
HUBBELL INC Common stock	—	—	—	$748K	<0.1%
PENUMBRA INC Common stock	—	—	—	$740K	<0.1%
BRINKS CO Common stock	—	—	—	$739K	<0.1%
CHURCHILL DOWNS INC Common stock	—	—	—	$737K	<0.1%
BLUEPRINT MEDICINES CORP Common stock	—	—	—	$724K	<0.1%
EPAM SYSTEMS INC Common stock	—	—	—	$719K	<0.1%
AZEK CO INC Common stock	—	—	—	$718K	<0.1%
KEMPER CORP Common stock	—	—	—	$692K	<0.1%
FRESHPET INC Common stock	—	—	—	$689K	<0.1%
INSPIRE MEDICAL SYSTEMS INC Common stock	—	—	—	$686K	<0.1%
NICE LTD SPON ADR Common stock	—	—	—	$685K	<0.1%
FTAI AVIATION LTD Common stock	—	—	—	$681K	<0.1%
TFI INTERNATIONAL INC Common stock	—	—	—	$664K	<0.1%
NEOGEN CORP Common stock	—	—	—	$656K	<0.1%
CHART INDUSTRIES INC Common stock	—	—	—	$654K	<0.1%
CACI INTERNATIONAL INC Common stock	—	—	—	$643K	<0.1%
WHITECAP RESOURCES INC Common stock	—	—	—	$639K	<0.1%
GLAUKOS CORP Common stock	—	—	—	$635K	<0.1%
TPG INC Common stock	—	—	—	$633K	<0.1%
DICKS SPORTING GOODS INC Common stock	—	—	—	$625K	<0.1%
MOTOROLA SOLUTIONS INC Common stock	—	—	—	$624K	<0.1%
WILLSCOT HOLDINGS CORP Common stock	—	—	—	$621K	<0.1%
BLUE OWL CAPITAL INC A Common stock	—	—	—	$618K	<0.1%
CAMECO CORP Common stock	—	—	—	$607K	<0.1%
BRUKER CORP Common stock	—	—	—	$605K	<0.1%
AMICUS THERAPEUTICS INC Common stock	—	—	—	$600K	<0.1%
MONOLITHIC POWER SYS INC Common stock	—	—	—	$598K	<0.1%
CDW CORPORATION Common stock	—	—	—	$588K	<0.1%
LANCASTER COLONY CORP Common stock	—	—	—	$586K	<0.1%
AGILENT TECHNOLOGIES INC Common stock	—	—	—	$582K	<0.1%
CURTISS WRIGHT CORPORATION Common stock	—	—	—	$580K	<0.1%
NOVANTA INC Common stock	—	—	—	$570K	<0.1%
AUTOZONE INC Common stock	—	—	—	$564K	<0.1%
BWX TECHNOLOGIES INC Common stock	—	—	—	$559K	<0.1%
ADVANCED DRAINAGE SYSTEMS INC Common stock	—	—	—	$557K	<0.1%
GUIDEWIRE SOFTWARE INC Common stock	—	—	—	$552K	<0.1%
TENABLE HOLDINGS INC Common stock	—	—	—	$544K	<0.1%
BALDWIN INSURANCE GROUP INC/THE Common stock	—	—	—	$540K	<0.1%
DR HORTON INC Common stock	—	—	—	$537K	<0.1%
AMETEK INC NEW Common stock	—	—	—	$533K	<0.1%
LINCOLN ELECTRIC HLDGS INC Common stock	—	—	—	$527K	<0.1%
CRANE CO Common stock	—	—	—	$525K	<0.1%
BURLINGTON STORES INC Common stock	—	—	—	$524K	<0.1%
BEST BUY CO INC Common stock	—	—	—	$517K	<0.1%
TWIST BIOSCIENCE CORP Common stock	—	—	—	$513K	<0.1%
REINSURANCE GROUP OF AMERICA Common stock	—	—	—	$511K	<0.1%
EXTRA SPACE STORAGE INC Common stock	—	—	—	$497K	<0.1%
BUILDERS FIRSTSOURCE Common stock	—	—	—	$493K	<0.1%
ALLEGION PLC Common stock	—	—	—	$476K	<0.1%
FIRSTSERVICE CORP Common stock	—	—	—	$468K	<0.1%
MADRIGAL PHARMACEUTICALS INC Common stock	—	—	—	$462K	<0.1%
CREDO TECHNOLOGY GROUP HOLDING LTD Common stock	—	—	—	$453K	<0.1%
LOUISIANA PACIFIC CORP Common stock	—	—	—	$452K	<0.1%
EAGLE MATERIALS INC Common stock	—	—	—	$446K	<0.1%
ALLSTATE CORPORATION Common stock	—	—	—	$441K	<0.1%
REVOLVE GROUP INC Common stock	—	—	—	$438K	<0.1%
MONGODB INC CL A Common stock	—	—	—	$408K	<0.1%
AVANTOR INC Common stock	—	—	—	$407K	<0.1%
BIO TECHNE CORP Common stock	—	—	—	$404K	<0.1%
FABRINET Common stock	—	—	—	$404K	<0.1%
LATTICE SEMICONDUCTOR CORP Common stock	—	—	—	$402K	<0.1%
GLOBUS MEDICAL INC Common stock	—	—	—	$364K	<0.1%
VARONIS SYSTEMS INC Common stock	—	—	—	$355K	<0.1%
CELESTICA INC Common stock	—	—	—	$349K	<0.1%
KOSMOS ENERGY LTD Common stock	—	—	—	$335K	<0.1%
PARSONS CORP Common stock	—	—	—	$323K	<0.1%
RANGE RESOURCES CORP Common stock	—	—	—	$302K	<0.1%
FOX FACTORY HOLDING CORP Common stock	—	—	—	$294K	<0.1%
EVOLENT HEALTH INC A Common stock	—	—	—	$281K	<0.1%
NVENT ELECTRIC PLC Common stock	—	—	—	$273K	<0.1%
VERTIV HOLDINGS CO Common stock	—	—	—	$266K	<0.1%
SITEONE LANDSCAPE SUPPLY INC Common stock	—	—	—	$257K	<0.1%
MERIT MEDICAL SYSTEMS INC Common stock	—	—	—	$47K	<0.1%
ABIOMED INC CVR Common stock	—	—	—	$4K	<0.1%