Universal City Nissan Inc. Profit Sharing 401(k) Plan
Sponsored by Universal City Nissan Inc · EIN 952646410 · Plan #001 · Beverly Hills, CA
- Total assets
- $2.2M
- Net assets
- $2.2M
- Active participants
- 0
- With balances
- 223
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Steelhead Wealth Management Llc CRD 338410 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $0 |
| Steel Peak Wealth Management | Investment advisory (plan) | $0 |