# Regal Nissan, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/regal-nissan-inc-581399725-501

> Regal Nissan, INC.'s Health & Welfare plan: 40 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)](https://planprovider.pro/provider/alera-investment-advisors-llc) — 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|—|—|—|—|

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