Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
401k
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SUTTON AUTO TEAM RETIREMENT PLAN | 401k | $10.6M | 423 | 2024 | |
| 001 | SUTTON FORD 401(K) PROFIT SHARING PLAN & TRUST | 401k | $978K | 23 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUTTON FORD, INC. MEDICAL PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.4M | 313 | 2024 | |
| 502 | SUTTON FORD, INC. LIFE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.4M | 313 | 2024 | |
| 503 | SUTTON FORD, INC. VISION PLAN | Fully Insured | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $12K | 239 | 2024 |