PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. SONIC AUTOMOTIVE, INC.
Sponsor portfolioTH

SONIC AUTOMOTIVE, INC.

EIN 56-2010790-automotive-Latest filing 2024
Plans
3
Retirement
2
$583.7M assets
Welfare
1
$11.8M premiums
Participants
20,913
4401 COLWICK ROAD - CHARLOTTE, NC 28211704-566-2470sonicautomotive.comLinkedIn10001+ employeesautomotive
Plans on this EIN
3 filings
#001401k-$548.3M - 9,986 part#002401k-$35.4M - 605 part#501Mixed-$11.8M - 10,106 lives

Retirement portfolio analytics

2 plans aggregated / $583.7M assets / 10,591 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • AUTOMOTIVE, INC. 401(K) (#001)94%
  • CALIFORNIA ULA 401(K) (#002)6%
Total $583.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AUTOMOTIVE, INC. 401(K) (#001)9,986
  • CALIFORNIA ULA 401(K) (#002)605
Total 10,591Click row to drill in

Benefits portfolio analytics

1 plan / $11.8M premiums / 10,106 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.0M
  • Short-term disability$3.3M
  • Long-term disability$3.3M
  • Life$2.8M
  • Other$2.8M
  • Vision$705K
Total $11.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA51%
  • KAISER FOUNDATION HEALTH PLAN INC43%
  • VISION SERVICE PLAN6%
Total $11.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $961K1 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$548.3M
Participants9,986
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$35.4M
Participants605
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SONIC AUTOMOTIVE WELFARE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$11.8M
Covered lives10,106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SONIC AUTOMOTIVE, INC. 401(K) PLAN401k$548.3M9,9862024
002SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN401k$35.4M6052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SONIC AUTOMOTIVE WELFARE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$11.8M10,1062024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica