Original filing (PDF)20250929133453NAL0010921585001

MOSSY NISSAN INC

Name: MOSSY NISSAN INC — MOSSY COMPANIES SALARY DEFERRAL 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MOSSY NISSAN INC

Form 5500

FILING_RECEIVED

MOSSY COMPANIES SALARY DEFERRAL 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

32% employer stockNo recordkeeper disclosed

Active participants

853

Accounts w/ balance

979

Plan assets (EOY)

$55.6M

Net assets (EOY)

$55.6M

How this plan invests

This plan

29 pooled trusts

Schedule D

23 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOSSY NISSAN INC.

Plan sponsor

Name

MOSSY NISSAN INC

EIN

95-3767471

Address

4625 BRINNELL ST · SAN DIEGO, CA · 921112301

Phone

(858) 654-2850

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L	36-4317381	—	INV ADV, PARTICIPANTS	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
401(K) ADVISORS INC	33-0905143	—	INVESTMENT ADVISORY	$0	—

Investments

23 direct securities · 29 pooled funds· $99.0M(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.

Common Collective Trust

$32.2M

21 holdings

Other securities

$30.7M

15 holdings

Common Stock

$17.7M

7 holdings

Pooled Separate Account

$15.8M

8 holdings

Participant loans

$2.6M

1 holding

					% of plan
RETIREPILOT MOD 2045 FUND R2 GREAT GRAY TRUST COMPANY · EIN 38-7304108 / PN 001	Common Collective Trust	—	—	$8.6M	15.6%
RETIREPILOT CONSERV RET R2	Other securities	—	$0	$8.6M	15.6%
PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	—	—	$8.5M	15.2%
Prin SmallCap Value II SA-I2	Common Stock	—	$0	$8.5M	15.2%
Small Cap Growth Fund II I2	Other securities	—	$0	$7.4M	13.4%
RETIREPILOT MOD 2055 FUND R2 GREAT GRAY TRUST COMPANY · EIN 38-7304109 / PN 001	Common Collective Trust	—	—	$7.4M	13.4%
RETIREPILOT MOD 2035 FUND R2 GREAT GRAY TRUST COMPANY · EIN 38-7304107 / PN 001	Common Collective Trust	—	—	$4.7M	8.4%
RETIREPILOT AGG 2065 FUND R2	Other securities	—	$0	$4.7M	8.4%
Prin SmCap S&P 600 Index SA-R6	Common Stock	—	$0	$3.6M	6.4%
PRIN MIDCAP SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020	Pooled Separate Account	—	—	$3.6M	6.4%
Prin Intl Equity Index SA-R6	Common Stock	—	$0	$2.7M	4.9%
RetirePilot Agg Ret Fund R2	Other securities	—	$0	$2.7M	4.8%
PRINCIPAL STABLE VALUE SELECT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001	Common Collective Trust	—	—	$2.7M	4.8%
Participant Loans	Participant loans	—	$0	$2.6M	4.6%
PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	—	—	$2.2M	4.0%
Principal Stable Value Select	Other securities	—	$0	$2.2M	4.0%
RETIREPILOT MOD RET FUND R2 GREAT GRAY TRUST COMPANY · EIN 38-7304105 / PN 001	Common Collective Trust	—	$0	$2.1M	3.9%
Prin Core Fix Inc Sep Acct-R6	Common Stock	—	$0	$1.6M	2.8%
RETIREPILOT AGG 2045 FUND R2 GREAT GRAY TRUST COMPANY · EIN 38-7304114 / PN 001	Common Collective Trust	—	—	$1.4M	2.5%
RetirePilot Mod 2055 Fund R2	Other securities	—	$0	$1.4M	2.5%
Prin MidCap Sep Acct-I2	Other securities	—	$0	$1.1M	2.0%
MID CAP VALUE I2 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630	Common Collective Trust	—	—	$1.1M	2.0%
Prin LgCap S&P 500 Index SA-R6	Common Stock	—	$0	$1.0M	1.8%
LARGE CAP VALUE I2 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426	Common Collective Trust	—	—	$1.0M	1.8%
RETIREPILOT MOD 2065 FUND R2 GREAT GRAY TRUST COMPANY · EIN 38-7304110 / PN 001	Common Collective Trust	—	$0	$831K	1.5%
LARGE CAP VALUE I2 FUND	Other securities	—	$0	$828K	1.5%
PRIN CORE FIX INC SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118	Pooled Separate Account	—	—	$828K	1.5%
Fidelity Advisr Intrnl Gr I Fd	Other securities	—	$0	$662K	1.2%
RETIREPILOT AGG 2055 FUND R2 GREAT GRAY TRUST COMPANY · EIN 38-7304115 / PN 001	Common Collective Trust	—	$0	$544K	1.0%
RetirePilot Mod 2035 Fund R2	Other securities	—	$0	$488K	0.9%
RETIREPILOT CONSERV RET R2 GREAT GRAY TRUST COMPANY · EIN 38-7289867 / PN 001	Common Collective Trust	—	—	$488K	0.9%
RETIREPILOT AGG 2035 FUND R2 GREAT GRAY TRUST COMPANY · EIN 38-7304113 / PN 001	Common Collective Trust	—	$0	$466K	0.8%
PRIN INTL EQUITY INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121	Pooled Separate Account	—	—	$303K	0.5%
Mid Cap Value I2 Fund	Other securities	—	$0	$303K	0.5%
PRIN SMALLCAP VALUE II SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096	Pooled Separate Account	—	—	$301K	0.5%
Prin Bond Market Index SA-R6	Common Stock	—	$0	$301K	0.5%
FUND R2 CONSERV 2045 R2 GREAT GRAY TRUST COMPANY · EIN 38-7304102 / PN 001	Common Collective Trust	—	$0	$282K	0.5%
RETIREPILOT CONSERV 2055 R2 GREAT GRAY TRUST COMPANY · EIN 38-7304103 / PN 001	Common Collective Trust	—	$0	$227K	0.4%
RetirePilot Mod 2045 Fund R2	Other securities	—	$0	$187K	0.3%
SMALL CAP GROWTH FUND II I2 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592	Common Collective Trust	—	—	$187K	0.3%
JP MORGAN LARGE CAP GWTH R4 FD	Other securities	—	$0	$100K	0.2%
PRIN BOND MARKET INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122	Pooled Separate Account	—	—	$100K	0.2%
Fidelity Adv Gov't Inc I Fund	Common Stock	—	$0	$97K	0.2%
RETIREPILOT AGG RET FUND R2 GREAT GRAY TRUST COMPANY · EIN 38-7304111 / PN 001	Common Collective Trust	—	—	$97K	0.2%
RETIREPILOT CONSERV 2065 R2 GREAT GRAY TRUST COMPANY · EIN 38-7304104 / PN 001	Common Collective Trust	—	—	$57K	0.1%
RetirePilot Agg 2045 Fund R2	Other securities	—	$0	$57K	0.1%
RetirePilot Agg 2035 Fund R2	Other securities	—	$0	$40K	<0.1%
RETIREPILOT AGG 2065 FUND R2 GREAT GRAY TRUST COMPANY · EIN 38-7304116 / PN 001	Common Collective Trust	—	$0	$15K	<0.1%
RETIREPILOT AGG 2025 FUND R2 GREAT GRAY TRUST COMPANY · EIN 38-7304112 / PN 001	Common Collective Trust	—	—	$0	<0.1%
RETIREPILOT CONSERV 2025 R2 GREAT GRAY TRUST COMPANY · EIN 38-7304100 / PN 001	Common Collective Trust	—	—	$0	<0.1%