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Original filing (PDF)20251015160136NAL0002715603001
SAN TAN AUTO PARTNERS, LLC
Form 5500
FILING_RECEIVED
SAN TAN FORD 401(K)
401(k) retirement plan
Active participants
273
Accounts w/ balance
183
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
80
Knocking points off
- 66 bps in Schedule C fees — modestly above peer band of 52 bps.
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAN TAN AUTO PARTNERS, LLC.
Plan sponsor
Name
SAN TAN AUTO PARTNERS, LLC
EIN
20-3289308
Address
1429 EAST MOTORPLEX LOOP · GILBERT, AZ · 85297
Phone
(480) 821-3200
Industry
Retail Tradesee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
CARR, RIGGS, & INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS | — | ALBERT LEA, MN | INVESTMENT ADVISOR | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS | — | SAN DIEGO, CA | CONTRACT ADMIN | $20K | — |
Investments
29 direct securities· $7.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2025 Mutual Funds | — | — | — | $801K | 11.0% | |
| American Funds 2040 Mutual Funds | — | — | — | $773K | 10.6% | |
| EI Fixed Account Series Class 1 Guaranteed Investment | — | — | — | $678K | 9.3% | |
| American Funds 2045 Mutual Funds | — | — | — | $556K | 7.6% | |
| American Funds 2060 Mutual Funds | — | — | — | $485K | 6.6% | |
| American Funds 2035 Mutual Funds | — | — | — | $436K | 6.0% | |
| American Funds 2050 Mutual Funds | — | — | — | $374K | 5.1% | |
| American Funds 2055 Mutual Funds | — | — | — | $354K | 4.9% | |
| American Funds 2030 Mutual Funds | — | — | — | $338K | 4.6% | |
| Fidelity 500 Index Mutual Funds | — | — | — | $300K | 4.1% | |
| Fidelity Large Cap Growth Index Mutual Funds | — | — | — | $288K | 4.0% | |
| American Funds Bond Fund Of Amer Mutual Funds | — | — | — | $287K | 3.9% | |
| Fidelity Large Cap Value Index Mutual Funds | — | — | — | $245K | 3.4% | |
| American Funds American Balanced R6 Mutual Funds | — | — | — | $213K | 2.9% | |
| Fidelity International Index Mutual Funds | — | — | — | $199K | 2.7% | |
| with various maturities * Notes receivable from participants through December 2028 | — | — | — | $177K | 2.4% | |
| American Funds 2065 Mutual Funds | — | — | — | $136K | 1.9% | |
| American Funds New World Mutual Funds | — | — | — | $134K | 1.8% | |
| American Funds 2020 Mutual Funds | — | — | — | $107K | 1.5% | |
| American Funds 2015 Mutual Funds | — | — | — | $105K | 1.4% | |
| Fidelity Small Cap Value Index Mutual Funds | — | — | — | $57K | 0.8% | |
| Fidelity Small Cap Growth Index Mutual Funds | — | — | — | $50K | 0.7% | |
| Fidelity Mid Cap Growth Index Mutual Funds | — | — | — | $50K | 0.7% | |
| Fidelity Mid Cap Value Index Mutual Funds | — | — | — | $47K | 0.6% | |
| Fidelity Mid Cap Index Mutual Funds | — | — | — | $34K | 0.5% | |
| Fidelity Small Cap Index Mutual Funds | — | — | — | $26K | 0.4% | |
| Fidelity Real Estate Index Mutual Funds | — | — | — | $21K | 0.3% | |
| American Funds American Hi Inc Mutual Funds | — | — | — | $15K | 0.2% | |
| Blackrock Strategic Global Bond K Mutual Funds ** 54 Dfa Inflation-Protected Securities I Mutual Funds | — | — | — | $5K | <0.1% |
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