Plan Snapshot
- Plan Sponsor: Nylsi, INC. Dba Sunrise Toyota Scion
- Sponsor EIN: 421766369
- Sponsor Address: 3984 SUNRISE HWY, OAKDALE, NY, 117691003
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 129 | $7.7M | $68,996 | $602,291 |
| 2023 | 131 | $6.4M | $43,847 | $540,960 |
| 2022 | 124 | $5.2M | $27,326 | $582,725 |
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 |
|---|---|---|---|---|
| D.F. O'BRIEN & CO. | 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 | $97,741 | — | $97,741 | — | — |
| 2023 | $70,447 | — | $70,447 | — | — |
| 2022 | $66,791 | — | $66,791 | — | — |