Back to filter
Original filing (PDF)20251007093812NAL0007856720001
SUN AUTO TIRE & SERVICE, INC.
Form 5500
FILING_RECEIVED
SUN AUTO TIRE & SERVICE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
4,042
Accounts w/ balance
1,459
Plan assets (EOY)
$54.8M
Net assets (EOY)
$54.8M
How this plan invests
This plan
18 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 61 bps in Schedule C fees — 283% above peer band of 16 bps.
- Only 36% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUN AUTO TIRE & SERVICE, INC..
Plan sponsor
Name
SUN AUTO TIRE & SERVICE, INC.
EIN
82-3087766
Address
1201 S ALMA SCHOOL RD #14000 · MESA, AZ · 85210
Phone
(520) 229-9380
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
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
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $106K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | — | NASHVILLE, TN | INVESTMENT ADVISOR | $88K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP OF HOUSTON | — | HOUSTON, TX | CONTRACT ADMIN | $74K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $46K | — |
| FIDUCIARY WISE LLC | — | GILBERT, AZ | OTHER | $23K | — |
Investments
20 direct securities · 18 pooled funds· $54.7M(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.
Common Collective Trust
$35.6M
14 holdings
Uncategorized
$15.0M
18 holdings
Guaranteed Income / GIC
$2.4M
1 holding
Pooled Separate Account
$1.0M
4 holdings
Mutual Funds
$713K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $5.9M | 10.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $5.8M | 10.6% | |
| GREAT GRAY TRUST AM FUNDS GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $5.4M | 9.9% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $5.2M | 9.6% | |
| GREAT GRAY TRUST AM FUNDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $5.1M | 9.2% | |
| GREAT GRAY TRUST AM FUNDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $4.4M | 8.0% | |
| GREAT GRAY TRUST AM FUNDS 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $3.8M | 6.9% | |
| GREAT GRAY TRUST AM FUNDS 5055 I GREAT GRAY · EIN 38-4126237 / PN 571 | Common Collective Trust | — | — | $2.7M | 5.0% | |
| * Great-West EI Fixed Account - Series Class I | Guaranteed Income / GIC | — | — | $2.4M | 4.5% | |
| GREAT GRAY TRUST AM FUNDS GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $2.3M | 4.2% | |
| Fidelity International Index | — | — | — | $2.0M | 3.7% | |
| Fidelity Mid Cap Index | — | — | — | $1.3M | 2.4% | |
| maturing through January 2037 | — | — | — | $1.2M | 2.3% | |
| American Century Investments American Century Strat Alloc: Agrsv R6 | — | — | — | $981K | 1.8% | |
| Fred Alger Management Alger Focus Equity Z | Mutual Funds | — | — | $713K | 1.3% | |
| Dimensional Fund Investors DFA US Small Cap | — | — | — | $660K | 1.2% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $611K | 1.1% | |
| Mfs Value R6 | — | — | — | $467K | 0.9% | |
| MFS INTL GROWTH EQ (IS PLATFORM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $417K | 0.8% | |
| Pgim High-Yield R6 | — | — | — | $383K | 0.7% | |
| Invesco Small Cap Value R6 | — | — | — | $381K | 0.7% | |
| GREAT GRAY TRUST AM FUNDS 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $364K | 0.7% | |
| American Century Investments American Century Strat Alloc: Cnsrv R6 | — | — | — | $313K | 0.6% | |
| GREAT GRAY TRUST AM FUNDS 2065 I GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $251K | 0.5% | |
| Mfs New Discovery R6 | — | — | — | $237K | 0.4% | |
| Allspring Funds Management Allspring Special Mid Cap Value R6 | — | — | — | $236K | 0.4% | |
| T. Rowe Price T. Rowe Price Diversified Mid Cap Gr I | — | — | — | $213K | 0.4% | |
| Pgim US Real Estate R6 | — | — | — | $198K | 0.4% | |
| GREAT GRAY TRUST AM FUNDS GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $193K | 0.4% | |
| Lord Abbett Lord Abbett Bond Debenture R6 | — | — | — | $170K | 0.3% | |
| American Century Investments American Century Strat Alloc: Mod R6 | — | — | — | $115K | 0.2% | |
| GREAT GRAY TRUST AM FUNDS 2010 I GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $56K | 0.1% | |
| Fidelity Advisor International Value | — | — | — | $55K | 0.1% | |
| Pgim Jennison Emerging Market Eq Opp R6 | — | — | — | $33K | <0.1% | |
| INTERNATIONAL GROWTH FUND C1 R GREAT GRAY · EIN 26-3783561 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $0 | <0.1% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS INTERNATIONAL GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $0 | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INS CO OF AMERICA
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL IND
DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY
$8.0B · 23,406 participants
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLAN
ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN
$7.3B · 28,341 participants
INDIANA UNIVERSITY HEALTH INC.
IU HEALTH 401(K) SAVINGS PLAN
$4.5B · 40,158 participants
ARTHUR J. GALLAGHER (ILLINIOS), LLC.
ARTHUR J. GALLAGHER & CO. EMPLOYEES SAVINGS AND THRIFT PLAN
$3.9B · 23,895 participants
MEDSTAR HEALTH, INC.
MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN
$3.5B · 35,033 participants
Similar-size Other Services (ex. Public Admin) plans
BOARD OF TRUSTEES OF AUTOMOTIVE INDUSTRIES WELFARE PLAN
AUTOMOTIVE INDUSTRIES WELFARE PLAN
$51.7M · 3,517 participants
BD OF TRUSTEES, AUTOMOTIVE IND. INDIVIDUAL ACCOUNT
AUTOMOTIVE INDUSTRIES INDIVIDUAL ACCOUNT RETIREMENT PLAN
$59.5M · 964 participants
AMERIT FLEET SOLUTIONS
AMERIT FLEET SOLUTIONS 401K PLAN
$36.8M · 3,216 participants
SMITH POWER PRODUCTS, INC.
SMITH POWER PRODUCTS, INC. 401K PLAN
$32.2M · 257 participants
DOBBS TIRE & AUTO CENTERS, LLC
DOBBS EMPLOYEE'S 401(K) PROFIT SHARING & SAVINGS PLAN
$28.0M · 598 participants
BLAINE BROTHERS MAINTENANCE, INC.
BLAINE BROTHERS MAINTENANCE, INC. RETIREMENT PLAN
$27.2M · 376 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants