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Original filing (PDF)20251001151529NAL0013396817001
BMW OF NORTH AMERICA LLC
Form 5500
FILING_RECEIVED
2019 BMW PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
1,313
Accounts w/ balance
—
Plan assets (EOY)
$693.0M
Net assets (EOY)
$689.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 301% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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
P.O. BOX 1227 · WESTWOOD, NJ · 076751227
Phone
(201) 307-4000
Industry
Wholesale Tradesee all
Plan administrator
Name
BMW PENSION PLAN COMMITTEE
EIN
20-0257368
City
WESTWOOD, NJ
Phone
(201) 307-4000
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING INC. | 22-2232264 | — | NONE | $1.0M | — |
| JP MORGAN CHASE BANK, N.A | 13-4994650 | — | NONE | $334K | — |
| HOLLAND & KNIGHT | 59-0663819 | — | NONE | $273K | — |
| CROWE LLP | 35-0921680 | — | NONE | $28K | — |
| POLSINELLI PC | — | KANSAS CITY, MO | NONE | $16K | — |
| M&T BANK | — | DENTON, TX | NONE | $7K | — |
Investments
1 pooled fund· $693.0M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BMW PENSION PLAN MASTER TRUST BMW OF NORTH AMERICA, LLC · EIN 90-1504377 / PN 005 | Master Trust | $693.0M | 100.0% |