# Universal City Nissan INC 401(k) Plan
Source: https://planprovider.pro/companies/universal-city-nissan-inc-plan

> Universal City Nissan INC&#39;s 401(k) plan: 223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [STEEL PEAK WEALTH MANAGEMENT](https://planprovider.pro/provider/newedge-advisors) — 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|

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