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Original filing (PDF)20251014132545NAL0001456835001
NISSAN NORTH AMERICA, INC.
Form 5500
FILING_RECEIVED
NISSAN EMPLOYEE RETIREMENT PLAN B
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
865
Accounts w/ balance
—
Plan assets (EOY)
$290.6M
Net assets (EOY)
$290.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — 262% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NISSAN NORTH AMERICA, INC..
Plan sponsor
Name
NISSAN NORTH AMERICA, INC.
EIN
95-2108010
Address
ONE NISSAN WAY · FRANKLIN, TN · 370676367
Phone
(615) 725-1000
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
LBMC, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LIFEWORKS | 52-1883918 | — | NONE | $584K | — |
| MERCER | 13-2834414 | — | NONE | $318K | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $71K | — |
| LCG ASSOCIATES, INC. | 75-1680350 | ATLANTA, GA | NONE | $47K | — |
| LATTIMORE, BLACK, MORGAN & CAIN | 62-1199757 | — | NONE | $20K | — |
| ALSTON & BIRD LLP | 58-0137615 | — | NONE | $8K | — |
| KELLY SERVICES | 38-1510762 | — | NONE | $6K | — |
Investments
1 pooled fund· $290.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NISSAN EMPLOYEE RETIREMENT PLAN MT NISSAN NORTH AMERICA, INC. · EIN 33-6027727 / PN 001 | Master Trust | $290.6M | 100.0% |