Original filing (PDF)20251013100942NAL0001080385001

SARASOTA 500, LLC

Name: SARASOTA 500, LLC — SARASOTA 500, LLC DBA SARASOTA FORD 401K PLAN, Form 5500 (2024)
Creator: SARASOTA 500, LLC

Form 5500

FILING_RECEIVED

SARASOTA 500, LLC DBA SARASOTA FORD 401K PLAN

401(k) retirement plan

Signals · 2

Late participant contributions~95 bps in Sched C fees

Active participants

187

Accounts w/ balance

115

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

How this plan invests

This plan

1 pooled trust

Schedule D

37 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SARASOTA 500, LLC.

Plan sponsor

Name

SARASOTA 500, LLC

DBA

DBA SARASOTA FORD

EIN

20-0194997

Address

707 S. WASHINGTON BLVD. · SARASOTA, FL · 342367835

Phone

(941) 556-4180

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2F · ERISA section 404(c)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
GREAT-WEST LIFE & ANNUITY INSURANCE	84-0467907	—	RECORDKEEPER	$35K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER SMITH	13-5674085	—	BROKER	$19K	—

Investments

37 direct securities · 1 pooled fund· $11.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$5.5M

1 holding

Other securities

$5.1M

34 holdings

Common Stock

$367K

2 holdings

Stable Value

$113K

1 holding

					% of plan
SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO · EIN 04-1590580 / PN 000	Pooled Separate Account	—	—	$5.5M	96.7%
Indexselect Moderate 2045 Fund CL I Pooled separate account	Other securities	—	—	$644K	11.3%
Vanguard 500 Index Admiral Pooled separate account	Other securities	—	—	$639K	11.2%
Indexselect Moderate 2055 Fund CL I Pooled separate account	Other securities	—	—	$571K	10.0%
Indexselect Moderate 2035 Fund CL I Pooled separate account	Other securities	—	—	$489K	8.6%
American Funds Growth Fund of Amer r6 Pooled separate account	Other securities	—	—	$434K	7.6%
Columbia Select Mid Cap Value Instl 3 Pooled separate account	Other securities	—	—	$368K	6.5%
MFS Total Return R6 Pooled separate account	Other securities	—	—	$250K	4.4%
Franklin Growth R6 Pooled separate account	Other securities	—	—	$244K	4.3%
Vanguard Small Cap Index Adm Pooled separate account	Other securities	—	—	$223K	3.9%
Indexselect Moderate Retire Fund CL I Pooled separate account	Other securities	—	—	$204K	3.6%
American Funds Invmt Co of Amer R6 Pooled separate account	Common Stock	—	—	$190K	3.3%
PGIM High Yield R6 Pooled separate account	Other securities	—	—	$180K	3.2%
American Funds Capital World GR&Inc R6 Pooled separate account	Common Stock	—	—	$177K	3.1%
Invesco Multi-Asset income R6 Pooled separate account	Other securities	—	—	$130K	2.3%
MFS Value R6 Pooled separate account	Other securities	—	—	$124K	2.2%
General Account Guaranteed investment contract	Stable Value	—	—	$113K	2.0%
Invesco International Bond R6 Pooled separate account	Other securities	—	—	$93K	1.6%
Templeton Foreign R6 Pooled separate account	Other securities	—	—	$82K	1.4%
American Funds Fundamental INVS R6 Pooled separate account	Other securities	—	—	$78K	1.4%
Invesco Diversified Dividend R6 Pooled separate account	Other securities	—	—	$65K	1.1%
Franklin Small Cap Value R6 Pooled separate account	Other securities	—	—	$54K	1.0%
American Funds Washington Mutual R6 Pooled separate account	Other securities	—	—	$47K	0.8%
Invesco Small Cap Growth R6 Pooled separate account	Other securities	—	—	$45K	0.8%
MFS Global Equity R6 Pooled separate account	Other securities	—	—	$41K	0.7%
Fidelity Advisor Total Bond Z Pooled separate account	Other securities	—	—	$31K	0.5%
Pimco Total Return Instl Pooled separate account	Other securities	—	—	$30K	0.5%
Invesco Real Estate R6 Pooled separate account	Other securities	—	—	$15K	0.3%
Macquarie Emerging Markets R6 Pooled separate account	Other securities	—	—	$11K	0.2%
Invesco Small Cap Equity R6 Pooled separate account	Other securities	—	—	$9K	0.2%
Indexselect Conservative Ret Fund CL I Pooled separate account	Other securities	—	—	$9K	0.2%
MFS Government Securities R6 Pooled separate account	Other securities	—	—	$9K	0.2%
American Funds Capital Income BLDR R6 Pooled separate account	Other securities	—	—	$6K	0.1%
Goldman Sachs Small Cap Value R6 Pooled separate account	Other securities	—	—	$4K	<0.1%
Indexselect Conservative 2055 Fund CL I Pooled separate account	Other securities	—	—	$2K	<0.1%
Virtus Ceredex Large-Cap Value Equity R6 Pooled separate account	Other securities	—	—	$1K	<0.1%
Indexselect Conservative 2045 Fund CL I Pooled separate account	Other securities	—	—	$1K	<0.1%
Indexselect Conservative 2035 Fund CL I Pooled separate account	Other securities	—	—	$1K	<0.1%