Plan Snapshot
- Plan Sponsor: Regal Nissan, INC.
- Sponsor EIN: 581399725
- Sponsor Address: 1090 HOLCOMB BRIDGE ROAD, ROSWELL, GA, 30076
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 40
- Total Assets: $323,565
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 40 | $323,565 | $611,940 | $251,156 |
| 2023 | 49 | $256,783 | $536,077 | $237,447 |
| 2022 | 49 | $178,957 | $496,643 | $268,092 |
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 |
|---|---|---|---|---|
| ALERA GROUP, INC. (MARIETTA, GA) | Investment Advisor | $23,175 | — | $23,175 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $22,479 | — | $22,479 |
| THE BENECON GROUP, LLC | Investment Advisor | $12,905 | — | $12,905 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALERA GROUP, INC. (MARIETTA, GA) — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,559
- Estimated Expense Ratio: 18.098% 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 | $781,155 | — | — | — | — |
| 2023 | $678,677 | — | — | — | — |
| 2022 | $627,607 | — | — | — | — |