# Gerald Nissan Of North Aurora, INC. 401(k) Plan
Source: https://planprovider.pro/companies/gerald-nissan-of-north-aurora-inc-401k-plan

> Gerald Nissan Of North Aurora, INC.'s 401(k) plan: 636 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gerald Nissan Of North Aurora, INC.

- **Sponsor EIN:** 364162660

- **Sponsor Address:** 213 HANSEN BLVD., NORTH AURORA, IL, 60542

- **Plan Type:** 401(k)

- **Total Participants:** 636

- **Total Assets:** $37.0M

## 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|636|$37.0M|$1.1M|$2.9M|

| 2023|621|$31.5M|$1.1M|$2.8M|

| 2022|474|$24.8M|$970,106|$2.9M|

## 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|

| ALLIANCE PENSION CONSULTANTS, LLC|RECORDKEEPER|$90,879|—|$90,879|

| WINTRUST INVESTMENTS, LLC|FINANCIAL ADVISOR|$32,500|—|$32,500|

| CHARLES SCHWAB TRUST BANK|CUSTODIAN|—|$14,674|$14,674|

| DHJJ, LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $138,053

- **Estimated Expense Ratio:** 0.373% of plan assets

### 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|$123,479|$32,500|—|—|—|

| 2023|$113,998|$32,500|—|—|—|

| 2022|$101,638|$32,500|—|—|$69,138|

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