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Original filing (PDF)20250730165035NAL0002549091001
SAPP BROS., INC.
Form 5500
FILING_RECEIVED
SAPP BROS., INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
884
Accounts w/ balance
790
Plan assets (EOY)
$30.5M
Net assets (EOY)
$30.5M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAPP BROS., INC..
Plan sponsor
Name
SAPP BROS., INC.
EIN
47-0720019
Address
9915 SOUTH 148TH STREET · OMAHA, NE · 68138
Phone
(402) 895-2202
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
2025-07-30
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AGS & N, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $66K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | — | GLASTONBURY, CT | INVESTMENT ADVISOR | $64K | — |
Investments
29 direct securities · 1 pooled fund· $30.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$29.1M
29 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America R6 | — | — | — | $7.6M | 24.8% | |
| American Funds Washington Mutual R6 | — | — | — | $3.1M | 10.2% | |
| American Funds 2035 Target Date Fund R6 | — | — | — | $2.2M | 7.3% | |
| American Funds American Balanced R6 | — | — | — | $2.1M | 6.7% | |
| American Funds 2040 Target Date Fund R6 | — | — | — | $1.7M | 5.7% | |
| American Funds 2050 Target Date Fund R6 | — | — | — | $1.7M | 5.4% | |
| American Funds 2025 Target Date Fund R6 | — | — | — | $1.5M | 4.8% | |
| INVESCO STABLE VALUE TRUST CLASS I INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.5M | 4.8% | |
| American Funds 2045 Target Date Fund R6 | — | — | — | $1.4M | 4.6% | |
| American Funds New Perspective R6 | — | — | — | $1.4M | 4.5% | |
| American Funds 2055 Target Date Fund R6 | — | — | — | $1.1M | 3.6% | |
| American Funds 2030 Target Date Fund R6 | — | — | — | $1.0M | 3.4% | |
| American Funds 2060 Target Date Fund R6 | — | — | — | $580K | 1.9% | |
| Victory Sycamore Small Co. Opportunity R6 | — | — | — | $551K | 1.8% | |
| American Funds 2065 Target Date Fund R6 | — | — | — | $528K | 1.7% | |
| Fidelity 500 Index | — | — | — | $461K | 1.5% | |
| Invesco Growth & Income R6 | — | — | — | $442K | 1.4% | |
| American Funds Europacific Growth R6 | — | — | — | $421K | 1.4% | |
| American Funds 2020 Target Date Fund R6 | — | — | — | $260K | 0.9% | |
| Lord Abbett Core Fixed Income R6 | — | — | — | $259K | 0.8% | |
| PGIM High-Yield R6 | — | — | — | $225K | 0.7% | |
| Victory Sycamore Established Value R6 | — | — | — | $195K | 0.6% | |
| American Funds 2015 Target Date Fund R6 | — | — | — | $87K | 0.3% | |
| Fidelity International Index | — | — | — | $75K | 0.2% | |
| Fidelity Mid Cap Index | — | — | — | $72K | 0.2% | |
| Fidelity Small Cap Index | — | — | — | $57K | 0.2% | |
| MFS Mid Cap Growth R6 | — | — | — | $36K | 0.1% | |
| American Funds New World R6 | — | — | — | $33K | 0.1% | |
| American Century Small Cap Growth R6 | — | — | — | $22K | <0.1% | |
| American Funds 2010 Target Date Fund R6 | — | — | — | $7K | <0.1% |
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