Plan Snapshot
- Plan Sponsor: Casa Nissan, INC.
- Sponsor EIN: 742325378
- Sponsor Address: 5855 MONTANA AVENUE, EL PASO, TX, 79925
- Plan Type: 401(k)
- Total Participants: 672
- Total Assets: $18.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 672 | $18.9M | $398,271 | $1.7M |
| 2023 | 660 | $16.6M | $364,327 | $1.6M |
| 2022 | 444 | $13.6M | $346,965 | $1.5M |
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 |
|---|---|---|---|---|
| BOCK & ASSOCIATES, LLP | Auditor | — | — | $0 |
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 | $105,066 | $6,251 | $95,415 | — | — |
| 2023 | $83,666 | — | $83,666 | — | — |
| 2022 | $81,933 | $81,933 | — | — | — |