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Sponsor portfolioTH

SONIC AUTOMOTIVE, INC.

EIN 56-2010790-automotive-Latest filing 2025
Plans
3
Retirement
2
$667.1M assets
Welfare
1
$12.5M premiums
Participants
21,573
4401 COLWICK ROAD - CHARLOTTE, NC 28211704-566-2470sonicautomotive.comLinkedIn10001+ employeesautomotive
Plans on this EIN
3 filings
#001401k-$630.6M - 10,332 part#002401k-$36.6M - 600 part#501Mixed-$12.5M - 10,508 lives

Retirement portfolio analytics

2 plans aggregated / $667.1M assets / 10,932 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • AUTOMOTIVE, INC. 401(K) (#001)95%
  • CALIFORNIA ULA 401(K) (#002)5%
Total $667.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AUTOMOTIVE, INC. 401(K) (#001)10,332
  • CALIFORNIA ULA 401(K) (#002)600
Total 10,932Click row to drill in

Benefits portfolio analytics

1 plan / $12.5M premiums / 10,508 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.3M
  • Short-term disability$2.9M
  • Long-term disability$2.9M
  • Life$2.6M
  • Other$2.6M
  • Vision$751K
Total $12.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • KAISER FOUNDATION HEALTH PLAN INC50%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA44%
  • VISION SERVICE PLAN6%
Total $12.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $901K1 slice

Plan deep-dives

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

SONIC AUTOMOTIVE, INC. 401(K) PLAN

401k

Assets$630.6M
Participants10,332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN

401k

Assets$36.6M
Participants600
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SONIC AUTOMOTIVE WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$12.5M
Covered lives10,508
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SONIC AUTOMOTIVE, INC. 401(K) PLAN401k$630.6M10,3322025
002SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN401k$36.6M6002025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SONIC AUTOMOTIVE WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$12.5M10,5082025
Retirement plans
Welfare plans
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