Plan Snapshot
- Plan Sponsor: Nissha Usa, INC.
- Sponsor EIN: 943170382
- Sponsor Address: 400 EXCHANGE STREET, BUFFALO, NY, 14204
- Plan Type: 401(k)
- Total Participants: 1,341
- Total Assets: $97.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,341 | $97.0M | $1.6M | $6.0M |
| 2023 | 992 | $78.8M | $1.6M | $5.7M |
| 2022 | 1,039 | $69.9M | $1.6M | $5.4M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | ADVISOR | $39,599 | — | $39,599 |
| FREED MAXICK PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,599
- Estimated Expense Ratio: 0.041% 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 | $38,624 | $39,599 | — | — | — |
| 2023 | $39,737 | $38,634 | — | — | — |
| 2022 | $61,671 | — | — | — | — |