Plan Snapshot
- Plan Sponsor: Middletown Nissan INC
- Sponsor EIN: 133870990
- Sponsor Address: 4961 ROUTE 17M, NEW HAMPTON, NY, 10958
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 0 | $0 | $0 | $0 |
| 2023 | 181 | $5.5M | $32,931 | $258,305 |
| 2022 | 175 | $4.6M | $34,914 | $271,025 |
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 |
|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | INVESTMENT ADVISORY | $47,236 | — | $47,236 |
| PAYCHEX, INC. | RECORDKEEPER | $18,590 | — | $18,590 |
| WITHUSMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- WITHUSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,826
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 | $4,326 | $4,144 | $182 | — | — |
| 2023 | $32,978 | $23,618 | $9,360 | — | — |
| 2022 | $33,740 | $22,860 | $10,880 | — | — |