Plan Snapshot
- Plan Sponsor: Mossy Nissan INC
- Sponsor EIN: 953767471
- Sponsor Address: 4625 BRINNELL ST, SAN DIEGO, CA, 921112301
- Plan Type: DC
- Total Participants: 853
- Total Assets: $55.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 853 | $55.6M | $0 | $5.4M |
| 2023 | 790 | $49.2M | $0 | $5.1M |
| 2022 | 769 | $42.4M | $0 | $5.0M |
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 |
|---|---|---|---|---|
| 401(K) ADVISORS INC | INVESTMENT ADVISORY | — | $73,292 | $73,292 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $38,580 | — | $38,580 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 401(K) ADVISORS INC — INVESTMENT ADVISORY
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,872
- Estimated Expense Ratio: 0.201% 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 | $38,581 | — | $38,581 | — | — |
| 2023 | $37,605 | — | $37,605 | — | — |
| 2022 | $28,221 | — | $28,221 | — | — |