· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VINNYS SUNOCO — VINNY'S SUNOCO 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240725150147NAL0014728401001
VINNYS SUNOCO
Form 5500-SF
FILING_RECEIVED
VINNY'S SUNOCO 401K PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
4
Accounts w/ balance
1
Plan assets (EOY)
$133K
Net assets (EOY)
$133K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VINNYS SUNOCO
.
Find decision makers
Plan sponsor
Name
VINNYS SUNOCO
EIN
84-1703216
Address
210 E ASHLAND ST · BROCKTON, MA · 02302
Phone
(508) 588-9669
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
STAR MSO
STAR MSO 401(K) PLAN
$133K · 145 participants
FLORIDA 595 TRAVEL CENTER
FLORIDA 595 TRAVEL CENTER 401(K) P/S PLAN
$135K · 32 participants
AMG PETROLEUM INC
AMG PETROLEUM INC 401K PLAN
$131K · 68 participants
ROC, LLC
ROC, LLC 401(K) PLAN
$131K · 8 participants
CNJ MANAGEMENT, LLC.
CNJ MANAGEMENT, LLC. 401K PLAN
$131K · 6 participants
65
Knocking points off
Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MOBILE MAVEN LLC
MOBILE MAVEN LLC 401(K) PLAN
$130K · 11 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
