Donnie Parris signed Sonic Automotive, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sonic Automotive, Inc.'s EIN is 56-2010790.
Download the official 2024 Form 5500 (PDF) for Sonic Automotive, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sonic Automotive, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $431K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT RESEARCH & AD | 58-1989031 | — | INVESTMENT ADVISORY | $53K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $93.8M | 17.1% | |
| Fidelity Blue Chip Growth K Fund | Mutual Funds | — | — | $86.0M | 15.7% | |
| PUTNAM STABLE VALUE FUND (25) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $54.3M | 9.9% | |
| Putnam Large Cap Value R6 Fund | Mutual Funds | — | — | $41.2M | 7.5% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $32.2M | 5.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $31.4M | 5.7% | |
| Victory Sycamore Estate Value | Other securities | — | — | $27.1M | 4.9% | |
| American Century Investments Small Cap Growth Fund - R6 | Mutual Funds | — | — | $22.8M | 4.2% | |
| Legg Mason Clearbridge International Growth I Fund | Other securities | — | — | $22.5M | 4.1% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $21.7M | 4.0% | |
| Mass Mutual Select Mid Cap Growth Fund | Other securities | — | — | $21.6M | 3.9% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $20.1M | 3.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $16.2M | 3.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $16.0M | 2.9% | |
| Franklin Small Cap Value Fund Class R6 | Mutual Funds | — | — | $14.4M | 2.6% | |
| maturing through May 2039 - | Other securities | — | — | $13.5M | 2.5% | |
| JPMorgan Emerging Markets Equity Fund Class R6 | Other securities | — | — | $13.5M | 2.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
