Back to filter
Original filing (PDF)20251014171813NAL0001724419001
AUTOGERMANA BMW, INC.
Form 5500
FILING_RECEIVED
AUTOGERMANA BMW 1165(E) SAVINGS PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
324
Accounts w/ balance
334
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Plan's interest in Master Trust" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUTOGERMANA BMW, INC..
Plan sponsor
Name
AUTOGERMANA BMW, INC.
EIN
66-0519044
Address
PO BOX 195406 · SAN JUAN, PR · 009195406
Phone
(787) 474-7000
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2S · Automatic enrollment
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
RSM PUERTO RICO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPPR-POPULAR FIDUCIARY SERVICES | 66-0561870 | — | TRUSTEE/RKEEPER | $6K | — |
Investments
1 direct security· $7.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Plan's interest in Master Trust | — | — | — | $7.3M | 100.0% |
Related plans
Other plans using BPPR-POPULAR FIDUCIARY SERVICES
TRIPLE-S MANAGEMENT CORPORATION
TRIPLE-S RETIREMENT & SAVINGS PLAN
$81.5M · 2,764 participants
TRIPLE-S VIDA, INC.
TRIPLE S VIDA RETIREMENT & SAVINGS PLAN
$39.7M · 1,035 participants
PLAZA PROVISION COMPANY (PUERTO RICO), LLC
PLAZA PROVISION COMPANY PROFIT SHARING PLAN LLC PLAZA PROVISION COMPANY PROFIT SHARING
$23.4M · 600 participants
ATLANTIS HEALTH CARE GROUP OF PUERTO RICO INC
ATLANTIS HEALTHCARE 1165(E) SAVINGS PLAN FOR NON-UNION
$8.2M · 489 participants
AUTOKIREI LLC
AUTOCENTRO TOYOTA 1165(E) SAVINGS PLAN
$7.4M · 479 participants
TRIPLE-S SALUD
TRIPLE-S SALUD, INC. RETIREMENT AND SAVINGS PLAN FOR UNION EMPLOYEES
$6.0M · 592 participants
Similar-size Wholesale Trade plans
PREMIER PERFORMANCE, LLC
PREMIER PERFORMANCE, LLC 401(K) PLAN
$7.3M · 258 participants
ZAKJ CORP.
ZAKJ CORP. PROFIT SHARING PLAN
$7.3M · 26 participants
PLEWS, INC.
PLEWS, INC. 401(K) PLAN
$7.3M · 51 participants
THE MERRILL COMPANY
THE MERRILL COMPANY 401(K) PLAN
$7.3M · 91 participants
SPAL USA, INC.
SPAL USA INC. 401(K) PLAN
$7.3M · 52 participants
BELL POWER SYSTEMS LLC
BELL POWER SYSTEMS 401(K) SAVINGS PLAN
$7.2M · 38 participants
Large plans in Puerto Rico
BPAS TRUST CO OF PUERTO RICO
PR CAPITAL PRESERVATION FUND
$2.4B
POPULAR FIDUCIARY SERVICES 725
PUERTO RICO TELEPHONE COMPANY MASTER TRUST
$841.8M
POPULAR, INC.
POPULAR, INC. PR SAVINGS AND INVESTMENT PLAN
$818.6M · 8,410 participants
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
$797.4M · 1,291 participants
AMGEN MANUFACTURING LIMITED LLC
THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING LIMITED LLC
$779.5M · 2,589 participants
BANCO POPULAR DE PUERTO RICO
BANCO POPULAR DE PUERTO RICO RETIREMENT PLAN
$607.5M · 1,733 participants