Plan Snapshot
- Plan Sponsor: Universal City Nissan INC
- Sponsor EIN: 952646410
- Sponsor Address: 9401 WILSHIRE BLVD STE 12, BEVERLY HILLS, CA, 902122944
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 223 | $2.2M | $0 | $0 |
| 2023 | 245 | $2.2M | $0 | $0 |
| 2022 | 245 | $2.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | — | $12,260 | $12,260 |
| STEEL PEAK WEALTH MANAGEMENT | INVESTMENT ADVISORY PLAN | — | $10,829 | $10,829 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- STEEL PEAK WEALTH MANAGEMENT — INVESTMENT ADVISORY PLAN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,089
- Estimated Expense Ratio: 1.042% 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 | $24,208 | $24,208 | — | — | — |
| 2023 | $23,525 | — | — | — | — |
| 2022 | $5,873 | — | — | — | $5,873 |