Plan Snapshot
- Plan Sponsor: Action Nissan, INC. Dba Universal Nissan / Universal Hyundai
- Sponsor EIN: 592602076
- Sponsor Address: 12801 SOUTH ORANGE BLOSSOM TRAIL, ORLANDO, FL, 32837
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 228 | $10.8M | $235,443 | $1.0M |
| 2023 | 252 | $9.9M | $239,253 | $1.2M |
| 2022 | 245 | $8.0M | $274,972 | $1.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BDO USA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,472 | — | — | — | — |
| 2023 | $8,503 | — | — | — | — |
| 2022 | $12,821 | — | — | — | — |