Plan Ledger DOL Form 5500 · updated monthly

Mossy Nissan Inc401(k)

MOSSY COMPANIES SALARY DEFERRAL 401(K) PROFIT SHARING PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

Mossy Nissan Inc reported $38,581 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.06% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 1,625th-largest of 9,483 plans among California employers on file, and the 601st of 5,215 in retail trade. active participation has grown from 769 to 853 since 2022.

Plan summary
Net assets, end of year$55,551,772
Participants with balances979
Active participants853
Employer contributions—
Employee contributions$5,418,871
Employer contribution per active participant—
Average account balance$56,743
Benefits paid to participants$5,994,916
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$55.6M · 979 accts
2023$49.2M · 918 accts
2022$42.4M · 916 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,581
Total administrative$38,581
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$38,580
401(K) ADVISORS INC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$38,581 · 0.07%
2023$37,605 · 0.08%
2022$28,221 · 0.06%
Same employer
Similar plansRetail Trade · California
Sunroad Holding Corporation CA$60.8M · 0.27%
Thumbtack, Inc. CA$58.4M · 0.00%
Norm Reeves, Inc. CA$58.1M · 0.21%
Toyota Carlsbad CA$55.1M · 0.30%
Hims, Inc. CA$54.2M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953767471 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.