Original filing (PDF)20250910162548NAL0021325073001

Sunbelt Towing, Inc.

Name: Sunbelt Towing, Inc. — Sunbelt Towing Employee, Form 5500 (2024)
Creator: Sunbelt Towing, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sunbelt Towing Employee Retirement Savings Plan

401(k) retirement plan · Sunbelt Towing, Inc.'s Sunbelt Towing Employee Retirement Savings Plan held $3.7M in plan assets for 108 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Signals · 1

50% in single holding

Active participants

108

Accounts w/ balance

133

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

How this plan invests

This plan

15 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (5th percentile).

Helping the score

Below-peer total plan cost (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUNBELT TOWING, INC..

Plan sponsor

Name

SUNBELT TOWING, INC.

EIN

33-0442747all filings

Address

3802 ROSECRANS STREET, SUITE 282 · SAN DIEGO, CA · 92110

Phone

(619) 295-6577

Industry

Transportation & Warehousing

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

2025-09-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$2K	—

Investments

15 direct securities· $3.7M(100% of reported assets)

					% of plan
American Funds American Funds 2035 Target Date Fund R6	Mutual Funds	—	—	$1.8M	49.6%
American Funds American Funds 2030 Target Date Fund R6	Mutual Funds	—	—	$866K	23.6%
American Funds American Funds 2025 Target Date Fund R6	Mutual Funds	—	—	$300K	8.2%
American Funds American Funds US Govt Money Market R6	Mutual Funds	—	—	$172K	4.7%
American Funds American Funds 2045 Target Date Fund R6	Mutual Funds	—	—	$170K	4.6%
American Funds American Funds 2020 Target Date Fund R6	Mutual Funds	—	—	$103K	2.8%
American Funds American Funds 2050 Target Date Fund R6	Mutual Funds	—	—	$88K	2.4%
American Funds American Funds 2040 Target Date Fund R6	Mutual Funds	—	—	$67K	1.8%
American Funds American Funds 2055 Target Date Fund R6	Mutual Funds	—	—	$27K	0.7%
American Funds American Funds 2060 Target Date Fund R6	Mutual Funds	—	—	$22K	0.6%
American Funds American Funds New Perspective R6	Mutual Funds	—	—	$19K	0.5%
American Funds American Funds 2015 Target Date Fund R6	Mutual Funds	—	—	$8K	0.2%
American Funds American Funds 2065 Target Date Fund R6	Mutual Funds	—	—	$4K	<0.1%
American Funds American Funds 2010 Target Date Fund R6	Mutual Funds	—	—	$3K	<0.1%
American Funds American Funds Bond Fund of America R6	Mutual Funds	—	—	$2K	<0.1%