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  2. E-Z WAY AUTO SALES, INC.
Sponsor portfolio

E-Z WAY AUTO SALES, INC.

EIN 56-1338526-automotive-Latest filing 2025
Plans
3
Retirement
2
$5.5M assets
Welfare
1
$435K premiums
Participants
217
840 13TH ST SW - HICKORY, NC 28602828-324-7001LinkedIn1-10 employeesautomotive
Plans on this EIN
3 filings
#001401k-$3.8M - 56 part#002401k-$1.7M - 63 part#501Mixed-$435K - 101 lives

Retirement portfolio analytics

2 plans aggregated / $5.5M assets / 119 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • SALES, INC. 401(K) (#001)69%
  • SERVICES LLC 401(K) (#002)31%
Total $5.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES LLC 401(K) (#002)63
  • SALES, INC. 401(K) (#001)56
Total 119Click row to drill in

Benefits portfolio analytics

1 plan / $435K premiums / 101 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$285K
  • Dental$150K
  • Vision$150K
  • Life$150K
  • Short-term disability$150K
  • Long-term disability$150K
Total $435K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • PAN-AMERICAN LIFE INSURANCE COMPANY63%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY34%
  • UNITED HEALTHCARE INSURANCE COMPANY2%
Total $435K3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • C.B. WOOD FINANCIAL LLC97%
  • SHEALY BENEFITS SERVICES INC3%
Total $24K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

E-Z WAY AUTO SALES, INC. 401(K) PLAN

401k

Assets$3.8M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UNIFOUR FINANCIAL SERVICES LLC 401(K) PLAN

401k

Assets$1.7M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

E-Z WAY AUTO SALES INC

Mixed - PAN-AMERICA LIFE INSURANCE COMPANY

Premiums$435K
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001E-Z WAY AUTO SALES, INC. 401(K) PLAN401k$3.8M562025
002UNIFOUR FINANCIAL SERVICES LLC 401(K) PLAN401k$1.7M632025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501E-Z WAY AUTO SALES INCMixedPAN-AMERICA LIFE INSURANCE COMPANY$435K1012025
Retirement plans
Welfare plans
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