Plan Ledger DOL Form 5500 · updated monthly

Universal City Nissan, Inc.Profit-sharing plan

UNIVERSAL CITY NISSAN INC. PROFIT SHARING 401(K) PLAN · BEVERLY HILLS, CA · plan year 2023

Reported admin expense ratio · 2023
1.10%

Universal City Nissan, Inc. reported $23,525 in plan administrative expenses for 2023: 1.10% of average plan assets, higher than ~75% of peers. 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 0.26% to 1.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (8,192nd of 9,483), and 4,597th of 5,215 in retail trade.

Plan summary
Net assets, end of year$2,242,946
Participants with balances245
Active participants—
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$9,155
Benefits paid to participants$82,086
Plan history3
Yearassets · accounts · employer contribution
2024$2.2M · 223 accts
2023$2.2M · 245 accts
2022$2.0M · 245 accts
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$13,998
STEEL PEAK WEALTH MANAGEMENT · Investment advisory (plan)$10,188

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$24,208 · 1.09%
2023$23,525 · 1.10%
2022$5,873 · 0.26%
Similar plansRetail Trade · California
Ronald Cohn, Inc. CA$2.4M · 1.18%
Stinson Enterprises, Inc. CA$2.3M · 0.63%
Downey Import Cars, Inc. CA$2.3M · 0.29%
Artisan Brewers, LLC CA$2.3M · 0.91%
Esalon.com LLC CA$2.2M · 0.10%
Kn Properties, LLC CA$2.2M · 0.50%
Jimbos Natural Family Inc CA$2.2M · 0.67%
Club W, Inc. CA$2.2M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952646410 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.