Retirement plan

UNIVERSAL CITY NISSAN INC. PROFIT SHARING 401(K) PLAN

Name: UNIVERSAL CITY NISSAN, INC. - UNIVERSAL CITY NISSAN INC. PROFIT SHARING 401(K) PLAN (2023) Form 5500
Creator: UNIVERSAL CITY NISSAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSAL CITY NISSAN INC. PROFIT SHARING 401(K) PLAN, UNIVERSAL CITY NISSAN, INC.

UNIVERSAL CITY NISSAN, INC.EIN 95-2646410Plan #001PY 2023

9401 WILSHIRE BLVD FL 12 - BEVERLY HILLS, CA 902122945310-281-6361sageauto.comLinkedIn51-200 employeesautomotive

Prospect flagsLow assets / participantWind-down / frozen

How to read this page

Total assets (EOY)

$2.2M

+10.1% from 2022

Total participants

245

-6.1% from 2022

Average account balance

$9,155

+10.1% from 2022

Annual return

14.15%

+28.96 pp from 2022

Benchmarks

See 72 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Cohort72 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.22M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$10K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

223

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.71%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$109

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS2 years Service code 15 · EIN 13-3689044	Recordkeeping	$13,998
STEEL OAKS INVESTMENT2 years Filed as: STEEL PEAK WEALTH MANAGEMENT Service code 27 · EIN 46-1173026	Advisory (Plan)	$10,188

Plan features & details

Pension benefit codes2E2F2G2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$24K

Salaries / allowances$24K100.0%

% of EOY assets

1.049%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$9,155

$63,053-85.5%

$86,216-89.4%

Participation rate

0.0%

59.8%-59.8pp

69.0%-69.0pp

Annual return

14.15%

12.64%+1.5pp

1169.42%-1155.3pp

Employer contribution / active EE

$1,503-100.0%

$2,382-100.0%

Participant deferral / active EE

$3,288-100.0%

$3,986-100.0%

Admin fee / account holder

$96

$4,609-97.9%

$6,853-98.6%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS2 years

Service code 15 · EIN 13-3689044

Recordkeeping

$13,998

STEEL OAKS INVESTMENT2 years

Filed as: STEEL PEAK WEALTH MANAGEMENT

Service code 27 · EIN 46-1173026

Advisory (Plan)

$10,188

UNIVERSAL CITY NISSAN INC. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIVERSAL CITY NISSAN INC. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion