Original filing (PDF)20250731094739NAL0012813874001

CELLULAR SALES OF KNOXVILLE, INC.

Name: CELLULAR SALES OF KNOXVILLE, INC. — CELLULAR SALES OF KNOXVILLE, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CELLULAR SALES OF KNOXVILLE, INC.

Form 5500

FILING_RECEIVED

CELLULAR SALES OF KNOXVILLE, INC. 401(K) PLAN

401(k) retirement plan

Active participants

4,589

Accounts w/ balance

1,981

Plan assets (EOY)

$90.7M

Net assets (EOY)

$90.7M

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

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).
Bottom-decile employer contributions per participant (6th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CELLULAR SALES OF KNOXVILLE, INC.

EIN

62-1519339

Address

9040 EXECUTIVE PARK DRIVE · 3RD FLOOR · KNOXVILLE, TN · 37923

Phone

(865) 584-7555

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

2025-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SRVS	—	IRVINE, CA	RECORDKEEPER	$17K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES & ASSOCIATES, INC.	—	ST. PETERSBURG, FL	INVESTMENT ADVISOR	$150K	—

Investments

29 direct securities· $88.1M(97% of reported assets)

Other securities

$87.4M

28 holdings

Cash / Money Market

$739K

1 holding

					% of plan
American Funds The Growth Fund of America	Other securities	—	—	$11.7M	12.9%
American Funds 2050 Target Date Fund	Other securities	—	—	$9.7M	10.7%
American Funds 2055 Target Date Fund	Other securities	—	—	$8.4M	9.3%
American Funds 2045 Target Date Fund	Other securities	—	—	$7.0M	7.7%
American Funds 2035 Target Date Fund	Other securities	—	—	$6.1M	6.7%
American Funds 2040 Target Date Fund	Other securities	—	—	$5.9M	6.5%
American Funds New Perspective Fund	Other securities	—	—	$5.3M	5.9%
American Funds The Investment Company of America	Other securities	—	—	$5.1M	5.6%
American Funds AMCAP Fund	Other securities	—	—	$4.9M	5.4%
Janus Henderson Forty Fund	Other securities	—	—	$4.7M	5.2%
American Funds 2060 Target Date Fund	Other securities	—	—	$4.2M	4.7%
American Funds American Mutual Fund	Other securities	—	—	$3.0M	3.3%
American Funds New World Fund	Other securities	—	—	$2.3M	2.6%
American Funds 2030 Target Date Fund	Other securities	—	—	$1.5M	1.7%
American Funds The Income Fund of America	Other securities	—	—	$1.5M	1.6%
American Funds American High-Income Trust	Other securities	—	—	$943K	1.0%
Janus Henderson Mid Cap Value Fund	Other securities	—	—	$937K	1.0%
Invesco Comstock Fund	Other securities	—	—	$937K	1.0%
American Funds 2025 Target Date Fund	Other securities	—	—	$925K	1.0%
American Funds The Bond Fund of America	Other securities	—	—	$842K	0.9%
American Funds U.S. Government Money Market Fund	Cash / Money Market	—	—	$739K	0.8%
American Funds 2065 Target Date Fund	Other securities	—	—	$655K	0.7%
PIMCO Total Return Fund	Other securities	—	—	$240K	0.3%
Franklin Income Fund	Other securities	—	—	$187K	0.2%
American Funds 2020 Target Date Fund	Other securities	—	—	$145K	0.2%
American Funds 2015 Target Date Fund	Other securities	—	—	$116K	0.1%
Templeton Global Bond Fund	Other securities	—	—	$69K	<0.1%
American Funds 2010 Target Date Fund	Other securities	—	—	$39K	<0.1%
American Funds 2070 Target Date Fund	Other securities	—	—	$6K	<0.1%