Santa Cruz Charlotte
St Louis, MS
Santa Cruz Charlotte of St Louis, MS is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $11,195 in reported broker commissions (plan year 2025).
Quick answer
Santa Cruz Charlotte (St Louis, MS) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Santa Cruz Charlotte have?
- Santa Cruz Charlotte is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Santa Cruz Charlotte's largest employer clients?
- By plan participants, the largest include Dan Vaden Chevrolet, Inc. (257 participants), Price Leblanc Lc (254 participants) and Thornton Chevrolet, Inc. (209 participants).
- How much does Santa Cruz Charlotte earn in commissions?
- Insurers reported $11,195 in broker commissions paid to Santa Cruz Charlotte for plan year 2025, per Schedule A Part 1.
- Where is Santa Cruz Charlotte located?
- Santa Cruz Charlotte is based in St Louis, MS and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Santa Cruz Charlotte on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Dan Vaden Chevrolet, Inc. | GA | 257 | 2024-12-31 |
| Price Leblanc Lc | LA | 254 | 2025-12-31 |
| Thornton Chevrolet, Inc. | GA | 209 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.